Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®
The Active Advisor Podcast (Episode 8)
In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Keenan, CFP®, CEO and President of Keenan Financial, an independent wealth management and financial planning firm serving a select clientele of high net worth individuals, families, and associations. The conversation cuts across key wealth management and financial services touchpoints, including:
- The unique value proposition of providing comprehensive financial services
- The value of personalized service
- The role of empathy in advisory services
- Advice for advisors planning to go independent
- Whether Brian’s investment philosophy is active, passive, or a mix of the two
Brian is the President and CEO of Keenan Financial, a Boston wealth management and financial planning firm. Brian is focused on building long-term relations with his clients by providing financial services customized to the individual client's goals, time horizon, and risk appetite. His company is a financial and insurance concierge, providing comprehensive services across financial planning, wealth management, investments, personal and property insurance, and mortgages.
Brian also works with businesses and business owners to offer corporate finance services ranging from setting up company benefits like 401(k)’s, group benefits, and stock option programs to name a few. He also works with business owners on succession planning programs.
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