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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DFW Best Financial Planners

October 9, 2025

D Magazine Best Financial Planners and Top Wealth Managers 2025

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®, … [Read more...]

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

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
9 hours 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

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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.
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Keener Financial Planning
2 days 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. 📸🐾
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When the dog insists
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Keener Financial Planning
4 days ago

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