Select Investor Profilechevron

What type of investor are you?

Individual Investor
Institutional Investor
phone iconContact

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. 

 If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here.


Blue Background

Connect with us | LinkedIn Logo IconLinktree icon to podcast media links

Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
FINRA Brokercheck logo in white color

Investing involves risk and the potential loss of capital.

Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050. Read it carefully before investing.

All trademarks or product names mentioned herein are the property of their respective owners. Copyright © 2024 Harbor Capital Advisors, Inc. All rights reserved.