We are grateful to be included again in the D Magazine lists for Dallas-Ft. Worth Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these lists, and we are honored to be among such great company.
Dallas-Ft. Worth Best Financial Planners
Samuel Pond, CFP® and Jean Keener, CFP®, CRPC™ are both included in the 2026 D Magazine list for Best Financial Planners. Jean Keener founded Keener Financial Planning in 2008 as a fee-only financial planning firm 
providing advice on an as-needed basis. Samuel Pond joined Keener Financial Planning in 2020 and is one of the firm’s co-owners, financial planners, and team lead.
D Magazine describes their process for inclusion in the Dallas-Ft. Worth Best Financial Planners list on their website. They begin by asking every Certified Financial Planner® in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They are asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes count more than inside-firm votes. This process is followed by a vetting process by the editorial staff and independent panel review. Inclusion in the list cannot be purchased, and advertising participation does not influence the selection process.
DFW Top Wealth Managers
Keener Financial Planning as a firm is included in The Top Wealth Managers list. D Magazine describes criteria for inclusion:
- Total assets under management for individual clients of at least $100 million.
- Average assets under management per client of at least $1 million.
- A 95 percent client retention rate over the last two years.
- No current disciplinary actions.
- All firms or teams must have been in existence for at least five years as of the application deadline.
- They must hold themselves out as fiduciaries for their clients and provide them with a written disclosure.
- Currently practice within D Magazine’s geographic boundaries.
Our lead planners are pictured in the D Magazine feature. However, we would not be on the Dallas-Ft. Worth Top Wealth Managers list if it weren’t for our entire team and all of our clients. Our financial planners help clients reach their goals with careful analysis and thoughtful counsel. Our operations team makes everything run smoothly with appointments, materials, and so much more!
Thanks for reading this and celebrating with us! Clients, thank you for continuing to trust us with your most important money decisions!
Disclosure: Keener Financial Planning has received awards from various organizations. We are honored to receive these recognitions and deeply appreciate being included. Keener Financial Planning has a policy to not pay for inclusion in any award list, however we have had the opportunity to purchase advertising in some publications after receiving the awards. Clients and potential clients should be aware that receipt of any award does not guarantee a particular level of expertise, service, or investment results. It should also not be construed as an endorsement by any current client. All clients and potential clients are encouraged to conduct their own due diligence about the firm prior to and while receiving services from us.