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Investment Management

How We'll Work With You

We'll work to implement an investment portfolio specifically designed to help fund your retirement goals over the long term. While short-term market fluctuations can be both scary and exciting, we advise clients to take a long-term perspective and remove emotion from the equation.

At Keen Wealth Advisors headquartered in Overland Park, our experienced professionals will create a portfolio that provides diversification, growth potential and an appropriate level of risk. We understand that investments play an important role in your retirement, yet they are just one piece of a much larger puzzle. The investment decisions that we make are driven by your specific needs and risk tolerance.


Our investment planning services include:

  • Comprehensive net worth plan
  • Income tax and cash flow analysis
  • Goal monitoring
  • Asset allocation strategy
  • Education planning
  • Executive compensation planning
  • Employer stock options analysis
  • Risk analysis
  • Succession planning

At Keen Wealth Advisors, your investment advisor has your best interests in mind. 

Our advisors’ sole responsibility is serving clients. They are never required to generate new business for the firm. This is a differentiator from advisors who work under a bank or asset manager, as many of these professionals are compensated based on new client acquisitions and product sales. Because our advisors’ goals are in line with yours, you can rest easy knowing all decisions are made with your objectives in mind.

Why choose to work with Keen Wealth Advisors?

You have lots of options when it comes to selecting a wealth advisor. We believe Keen Wealth Advisors is different. Our firm was founded with a simple mission – to help clients achieve the retirement of their dreams. Everything we do is focused on achieving this mission. We call it The Keen Wealth AdvantageTM.

Learn more about The Keen Wealth Advantage™


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