Creating, Growing and Protecting Wealth for Georgians since 1983

Welcome to Keen Advisor Group,
where your legacy becomes our legacy! 
 

Alpharetta Georgia Financial Advisor

Our family has served the Georgia community since 1983. We proudly consider ourselves a "Holistic Firm" since life experiences, both personal and business related, have enabled us to help clients in every stage of life. From young families just beginning their financial journey, to new business owners correctly establishing a solid financial foundation. Now, after 31 years we continue to serve these same clients through all of their life transitions.

Our team of professionals and outside consultants are prepared to assist you whether you are just beginning your financial future, getting ready to enjoy the fruits of your labor, or need assistance during a difficult time in your life.

Of course, it is exciting to be a part of success, however I am always honored to be part of the solution during life's challenging moments. When you become a client, you become part of our family. 

 
MARKET COMMENTARY MARKET UPDATES
Loring Ward Perspective Monday Morning Outlook (6/05/17)
JP Morgan Investment Insights First Trust Market Commentary (6/05/17)
Manning & Napier JP Morgan Weekly Recap (6/05/17)

 

KEEN SELECTED ARTICLES:

From Our Health Insurance Advisor - Very Important Medicare Information!

Manning & Napier - Britons Vote in Favor of Brexit

 

KEEN ADVISOR VIDEO SERIES:

Leaving a Legacy

5 Wishes

 

KEEN SELECTED ARTICLES KEY LINKS
Calculating the Financial Impact of Working Longer Your Wealth Management Portal
What Annuities Can (and Can't) Do for Retirees Keen and Company - Tax Services
Investment Committee Special Briefing 2016 LINK TO MY ACCOUNT