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]

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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

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Keener Financial Planning
7 days ago

The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: “Does your financial planner care how you spend your money?” And, we share reflections on what the World Cup and financial planning have in common. ... See MoreSee Less

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Summer 2026 Financial Planning Newsletter - Keener Financial Planning

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Trump / 530A accounts, World Cup Reflections, Spending Matters, and Investing Market update in our Summer 2026 financial planning newsletter.
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Keener Financial Planning
2 weeks ago

The World Cup caused us to reflect on how reality can often be better than expectations. ... See MoreSee Less

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Financial Planning and the World Cup: “This Isn’t What I Expected” - Keener Financial Planning

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What's the common thread we see between financial planning and this year's World Cup? "This isn't what I expected."
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Keener Financial Planning
1 month ago

In observance of Independence Day, our office will be closing at 3:00 p.m. on Thursday, July 2, and will remain closed through Friday, July 3.

We hope you have a safe, relaxing, and memorable weekend as we celebrate America's 250th birthday! Happy Independence Day!
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In observance of Ind
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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

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