Keidan Financial Consultants LLC

Keidan Financial provides investment supervisory services and comprehensive financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and trusts. The firm offers both discretionary and non‑discretionary portfolio management, retirement rollover guidance, and access to an advisor‑managed platform (Vision2020) that includes execution, clearing, and custodial services through Pershing.

The firm’s investment process combines quantitative optimization and computer‑based risk/return analysis with conventional security research, and portfolios are typically constructed from mutual funds, ETFs, and fixed income tailored to client goals and restrictions; clients receive quarterly reporting and at least annual reviews. Keidan Financial notes use of published reports and third‑party ratings, efficient‑frontier plotting, fund profiling, and automated rebalancing tools when profiling funds and optimizing portfolios.

Several advisory personnel are registered representatives of Osaic Wealth, Inc., and some managers and employees are licensed insurance agents—arrangements the brochure discloses can produce commission or insurance compensation and participation in Osaic incentive and custodial programs. The firm also reports roughly $575 million in client assets with two listed advisors, resulting in an uncommonly high level of assets per advisor for a team firm and receipt of institutional custody and business‑development benefits from its custodian relationships.