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

Great Place to Work

June 29, 2022

Dallas-Fort Worth-based Keener Financial Planning has been certified as a Great Place to Work! We couldn’t be prouder of our team.  The recognition is based on what our employees say about their experience working at our firm in Keller, TX.  One hundred percent of our employees say Keener is a great place to work, as compared to 59% of employees nationwide.

“Great Place to Work Certification™ isn’t something that comes easily – it takes ongoing dedication to the employee experience,” said Sarah Lewis-Kulin, vice president of global recognition at Great Place to Work. “It’s the only official recognition determined by employees’ real-time reports of their company culture. Earning this designation means that Keener Financial Planning is one of the best companies to work for in the country.” To see what our employees say about working here, check out our survey results on the Great Place to Work website.

Great Place to Work CertifiedTeam members enjoy a collaborative environment with the option for most employees to work from home up to 3 days per week once fully trained. With open vacation, paid sick time, and flexible schedules, the firm is committed to work-life balance, one of the firm’s core values.  Employees also enjoy generous 401(k) matching and medical, dental, vision, and life insurance benefits.  Team members may also be offered the option to buy in as owners of the firm. Perhaps the biggest benefit of working at Keener is the opportunity to do meaningful work with clients from all walks of life in a truly objective, fiduciary capacity. We get to feel good about what we do and how we do it. Hear directly from our team members in this series of brief videos.

Want to explore joining our team?  We’re hiring.

Filed Under: Featured Posts, News Tagged With: Great Place to Work

Free E-Newsletter

Email 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
Author Avatar
Keener Financial Planning
1 week ago

Even though we're still working remotely today, our newsletter with key financial numbers for 2026, updates on the investment markets, and more is now available. ... See MoreSee Less

Link thumbnail

Winter 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Financial Planning Newsletter is now available with updates for 2026 on key financial figures, investment market trends, and more.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
2 weeks ago

When the dog insists on a snow day, we listen! 🐶❄️

Our office will be closed on Monday, January 26th and Tuesday, January 27th due to the weather, but our team will be working remotely. Wishing everyone a cozy day! Stay safe and warm!

We'd love to see how your pets are enjoying the snow or snuggling up while you work from home. 📸🐾
... See MoreSee Less

When the dog insists
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
2 weeks ago

For a little light wintery weekend reading, we do a deep dive on how to assess bond fund performance. Enjoy!
... See MoreSee Less

Link thumbnail

Are Bond Funds as Bad as They Look? - Keener Financial Planning

keenerfinancial.com

Bond funds can get a bad rap when we analyze performance the same way we would a stock fund. Bond funds require a little different approach.
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
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2026 Keener Financial · All Rights Reserved