We’re honored to be included again in the D Magazine lists for DFW Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these lists, and we are grateful to be among such great company.
DFW Best Financial Planners
Jean Keener, CFP®, CRPC™ is on the Best Financial Planners list for the 10th time. Jean enjoys helping clients meet their goals and determine how their money can support what’s most important to them. She’s a vocal proponent of fiduciary, fee-only advice provided exclusively in the client’s best interest.
D Magazine describes the process for inclusion in the Best Financial Planners list:
How We Did It: D Magazine asked every Certified Financial Planner(TM) in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were 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 counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list.
Dallas-Ft. Worth Top Wealth Managers
Keener Financial Planning as a firm is included in The Top Wealth Managers list based on meeting certain criteria. D Magazine describes the process for inclusion:
How We Did It: We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have 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; and no current disciplinary actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline. They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list.
The planners at Keener Financial Planning believe you should have control over how you want to receive financial advice. Ranging from financial planning on an as-needed basis to full-service wealth management, the Keener team works with you to create the plan and life you envision. They balance near-term goals like buying a home or funding a dream family vacation with longer term goals like retirement or college funding. The weave together the technical optimization of tax planning, low-cost investing, and the time-value of money with the personal and emotional priorities we all bring to decisions about our finances.
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.