The Keen Wealth Advantage™

And, we don’t agree to work with every client who walks through our door. We have a disciplined screening process for evaluating and accepting new clients into our practice. It may sound strange that we would turn away business, but we strongly believe in the importance of working with clients who share our values. Plus, our limited client capacity helps ensure we can dedicate the time and resources necessary to make a lasting impact on every client’s life.

• We work with clients on their long-term retirement assets. We are not interested in client-directed, speculative trading of stocks or commodities. We do not include these types of assets in the planning process.
• We operate with an understanding of mutual trust and respect and will excuse ourselves from any relationship that violates this trust.
• We seek to work with clients who maintain timely, open communication with our firm, because our success as advisors hinges on getting to know the details of our clients’ lives.  

We believe our clients are best served by a team of professionals with diverse backgrounds and experience. As a client of Keen Wealth Advisors, you can be assured that you will have a team focused on helping you achieve your long-term goals.

We are constantly pursuing new knowledge and sharing what we know with clients. Whether they choose to work with us or not, we believe in the importance of educating everyone on ways to achieve a fulfilling retirement. Our resources include a book by our founder, Keen on Retirement, as well as podcasts, webinars and many articles that cover a wide range of timely, relevant planning topics. 

As an SEC Registered Investment Advisory firm, we are required to act in the best interest of our clients. Before we provide advice, we take the time to get to know you. Through calls and meetings, we gain an understanding of your goals and challenges, your family, your job, your current financial situation and more. Most importantly, we work to understand your hopes and dreams for retirement. After all, we can only help you achieve your dreams when we know, specifically, what they are. 

At Keen Wealth Advisors, we want to help clients achieve their retirement dreams. While investments are an important part of the overall planning process, they are just one piece of a much larger puzzle. We design investment portfolios that are intended to perform over the long term. Short-term market fluctuations can be both scary and exciting, but we advise clients to take a long-term perspective and remove emotion from the equation. 

This is a big one. 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. 

As your advisor, we are focused on your long-term financial goals. As a firm, we are focused on ensuring we remain here as your partner long into the future. That is why we hire bright, motivated employees and support them as they grow in their careers and through the pursuit of professional credentials. 

We truly believe that we are in this together. We work alongside you as we develop a financial plan that takes into account all of your life’s specific complexities. Planning for retirement takes time and an advisor who is interested in fostering a long-term relationship. That’s what you’ll find at Keen Wealth Advisors.