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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Top Wealth Managers and Best Financial Planners 2024

November 7, 2024

Top Wealth Managers

We're excited to share that Keener Financial Planning is again included in the D Magazine lists for Top Wealth Managers and Best Financial Planners. Votes are cast by peers in the DFW area, and we are grateful to be among such great company. Top Wealth Managers D Magazine describes the process for … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: Best Financial Planners, Top Wealth Managers

Best Financial Planners and Top Wealth Managers 2023 – D Magazine

November 26, 2023

D Magazine 2023 Best Financial Planners and Top Wealth Managers

The D Magazine lists for Best Financial Planners and Top Wealth Managers for 2023 have recently been released. We're delighted to once again be included in both of them. Patty Priddy and Jean Keener have again been named to the Best Financial Planners list.  According to D Magazine, they compile … [Read more...]

Filed Under: Featured Posts, News Tagged With: Best Financial Planners, Top Wealth Managers

Best Financial Planners and Top Wealth Managers – D Magazine 2022

November 10, 2022

D Magazine Best Financial Planners 2022

D Magazine has once again released their Best Financial Planners and Top Wealth Managers lists for 2022. We're super thrilled to be included in both of them. Patty Priddy and Jean Keener have been named to the Best Financial Planners list.  According to D Magazine, they compile the list by … [Read more...]

Filed Under: News Tagged With: Best Financial Planners, Top Wealth Managers

Top Wealth Managers 2020

December 6, 2020

Keener FInancial Planning team

We are delighted to share that Keener Financial Planning once again was included in the D Magazine Top Wealth Managers list for 2020.  We were one of 33 firms named out of 43 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: Top Wealth Managers

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

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Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-c...
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Keener Financial Planning
4 weeks ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

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What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes.
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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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