Our Services
When we say “comprehensive financial planning”, we mean it.
Our Clients
Learn more about the kinds of business owners and families we serve.
Featured Posts
Read as we sift through the noise and zero in on what truly matters to our clients.
Core Values
Teamwork, Excellence, and the Abundance Mindset drive everything we do as an advising team of Keating & Associates. We are determined to provide a personalized and relationship-driven service.
“Forget ‘retirement’. Our clients don’t live for the day they can be retired like an old jersey. We plan for freedom. Increased freedom to pursue what matters most. That’s what we’re all about.”
Team Approach
Together, we all accomplish more. Utilizing the advisory practices of mentors Mark Weddle, Pat Keating, Ryan Mann and many others, we take a unique, collaborative approach to advising that encourages growth and learning for both our clients and team.
