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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D Magazine 2019 Top Wealth Managers and Best Financial Planners

November 21, 2019 by Keener Financial Planning

Certified Financial Planner professionals

We are delighted to share that Keener Financial Planning once again was included in the Top Wealth Managers in DFW list for 2019.  We were one of 24 firms named out of 42 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: best financial planner

Keller Best Financial Planer 2009 – 2012

October 4, 2012 by Jean Keener, CFP®, CRPC™

Thank you to the readers of the Keller Citizen for voting Keener Financial Planning Keller’s 2012 Best of the Best Financial Planner again this year!  We greatly appreciate your support. Keener Financial Planning’s mission is to provide objective, expert financial advice tailored to your unique … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: best financial planner

Best Financial Planner Award 2009 – 2011

October 7, 2011 by Jean Keener, CFP®, CRPC™

Thank you to the readers of the Keller Citizen for voting Keener Financial Planning Keller's Best Financial Planner again for 2011!  We greatly appreciate your support, and enjoy providing financial planning and investment advice for our clients in Keller and greater North Texas. Keener … [Read more...]

Filed Under: Featured Posts, News Tagged With: best financial planner

Best Financial Planner Award 2010

August 25, 2010 by Jean Keener, CFP®, CRPC™

Thank you Keller Citizen readers for voting Keener Financial Planning Best Financial Planner again for 2010!  The Keller Best of the Best issue for 2010 publishes September 22, and I was delighted to find out yesterday that, through your votes, Keener Financial Planning was selected for the second … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: best financial planner

Best Financial Planner Award

September 23, 2009 by Jean Keener, CFP®, CRPC™

The Keller Citizen released their Best of the Best 2009 issue this morning, and I'm delighted to share that I  was voted best financial planner in Keller by readers of the paper. Keener Financial Planning did not pay to receive the award, but we did have the opportunity to purchase advertising in … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: best financial planner, Keller best financial planner, Keller best financial planner award, Keller Citizen best financial planner, Keller financial planner

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Perspective to consider as you plan your retirement contributions: ...

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Should I Make Roth or Regular 401k contributions? - Keener Financial Planning

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Specific factors to use in deciding whether you should make Roth or Regular 401k contributions from fee-only financial planner Jean Keener.
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Sterling Gray shares some recent changes on student loan repayment options: keenerfinancial.com/student-loan-repayment-2026/ ...

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Happy to help!For the SIXTH year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice. Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

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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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