A complete list of active advisors currently associated with Keffer Financial Planning

Warmer can help you find a great advisor at Keffer Financial Planning or one who fits your needs even better.

The firm provides financial planning and investment consultation to individuals, trusts, estates, charitable organizations, small businesses and professionals. Services described in the brochure include cash‑flow and debt management, retirement, tax and estate planning, college planning, divorce financial analysis, and periodic investment consultations and educational workshops. The firm’s advice is built around asset‑allocation models from sources such as MoneyGuidePro, Morningstar and Vanguard and favors a long‑term, buy‑and‑hold approach with periodic rebalancing. It does not maintain client assets for ongoing discretionary management and commonly charges hourly or project‑based fees rather than percentage‑of‑assets fees. Notable aspects include the principal’s long professional background in life, annuity and insurance businesses and multiple planning credentials (CFP, CDFA, ChFC, CLU), which the brochure highlights in connection with risk‑management and divorce financial work. As a small, solo, fee‑only practice with roughly 30 clients, the firm states it does not custody client assets, does not vote proxies, and offers public educational workshops and collaborative‑divorce financial neutral services that are less common among peers.

To learn more about the advisors currently working at Keffer Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.