Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

D Magazine Best Financial Planner and Top Wealth Managers 2017

April 7, 2018 By Jean Keener, CFP, CRPC

We are honored to have made two of D Magazine’s 2017 lists.  Our firm was included on the Top Wealth Managers list, and I was honored as one of the Best Financial Planners.

The Top Wealth Managers in Dallas list is compiled based on a series of criteria shared on D Magazine’s website.  We were one of 25 firms included on the list.  One of the criterion is serving clients as a fiduciary, which we are proud to have done since the firm’s founding in 2008.  Other factors include client retention, assets managed, and length of time in business.  Because of our team‘s focus on providing truly personalized financial planning and client service with a non-traditional fee-only approach, this recognition means the world to us.   Thanks to D Magazine and the review panel for including us.

The Keener Financial Planning team

 

 

Jean Keener, CFP, CRPC

The Best Financial Planners in Dallas list is based on peer nomination through the Dallas-Fort Worth Financial Planning Association.  I was one of many selected for this honor.  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. It’s always a special moment to receive the affirmation and respect of your financial planning peers.   Thank you for including me in the list.  I look forward to continuing to provide advice to clients from all walks of life to help them reach their goals.

Keener Financial Planning does not pay for inclusion in either of these lists, 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 about awards.

Filed Under: Featured Posts, News

Free E-Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Keener Financial Planning
2 days ago
Keener Financial Planning

Another helpful reminder that we don't have to predict the timing of recessions to be successful long-term investors! ... See MoreSee Less

Link thumbnail

Long-Term Investors, Don’t Let a Recession Faze You | Dimensional

www.dimensional.com

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
5 days ago
Keener Financial Planning

Our quick reference for 2024 financial planning figures is now available -- it includes the 401k, IRA, and HSA contribution maximums and more! ... See MoreSee Less

Link thumbnail

2024 Key Financial Planning Numbers - Keener Financial Planning

keenerfinancial.com

Here’s a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and...
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
1 week ago
Keener Financial Planning

We're so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-ma...
... See MoreSee Less

Were so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

https://keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-managers/
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Load more

Discuss if we’re a good fit for you

Contact Us

Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

  • Email
  • Facebook
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2023 Keener Financial · All Rights Reserved