Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers who deserve the title of Best Financial Planners in Dallas. A panel of esteemed local financial planners reviews the nominations. Only CFP® professionals in good standing make the list. An individual must receive at least one nomination to be considered for the list. All winners had to be accepting new clients at the time of publication (December 2020).
Jean Keener founded the firm in 2008. Patty Priddy joined the firm in 2017, after learning about Keener’s approach. “I love that we can work with all types of clients and can help them in a multitude of ways,” she says. Keener and Priddy, along with the rest of the team, share a desire to approach clients with respect and integrity, always offering objective fiduciary advice. The firm is strictly fee-only.
Patty Priddy, lead planner at Keener Financial Planning, says the firm’s clients are often relieved that an appointment with a Keener planner doesn’t mean they are required to turn over their assets. “We can provide investment advice for clients to implement on their own or full- service wealth management, whichever works best for the client’s situation.” Both Keener and Priddy are accepting new clients and frequently collaborate on clients’ financial plans.
Keener Financial Planning does not pay for inclusion in the D Magazine list, but we did have the opportunity to purchase advertising in the D Magazine Top Wealth Managers and Best Financial Planners special section after receiving the awards. Please review our full disclosure.