Our Purpose:
To inspire confidence through conscientious retirement planning and investment management.
We take the time to get to know you. Your goals and challenges. Your priorities. We want to understand exactly where you stand on the path toward retirement so we can help you arrive where you want to be. Whether you are just beginning your trek or are nearing the finish line, Keen Wealth Advisors is your partner in achieving confidence in your retirement.
Keen Wealth Advisors is a Registered Investment Advisory firm located in Overland Park, KS, focused on:
-Retirement Planning
-Tax Planning
-Investment Management
-Income Planning
-Estate Planning & Charitable Giving
From the professionals we hire, to our team structure, planning process, investment approach and more, we are focused on your goals.
Keen Wealth Advisors operates as a fiduciary firm, which means that we are required to act in the best interest of our clients. Before we provide advice, we make it a priority to understand you and your family. Through calls and meetings, we gain an understanding of your goals and challenges, your family, your job, your current financial situation. Most importantly, we work to understand your hopes and dreams for retirement.
Watch our video for Key Retirement Transition Insights
Watch our Founder & CEO Bill Keen's Inspirational Story
Ready to take the first step?
START HERE
At Keen Wealth Advisors,
we provide solutions that are:
Perceptive
Personalized
Precise