Forge Your Path to Financial Freedom

Confidence | Comfort | Peace of Mind 

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Moving Forward, Together

What’s your “why” behind finding a financial partner? Maybe you’re ready to take the next step in growing your business, or it could be time to make the most of your charitable giving. Whatever your reason, we’re glad you’re here. At Keene Financial Group, we develop a highly personalized financial strategy that’s rooted in who you are and where you see yourself going. Your goals, needs, and vision for the future are as unique as you—and we treat them as such. From the moment we meet, you’ll find that our team listens with intention and creates highly customized strategies to keep you moving forward toward your goals, so you can rest easy knowing that you have a friend on your side advocating for your best interests.

Feel Confident
and Comfortable

No matter your net worth, optimizing your resources to meet your goals is a complex and ongoing process. That’s why our first priority is helping you feel comfortable and confident in the customized approach we develop to address your needs.

Grow Your
Financial Know-How

Education is the key ingredient to making thoughtful and focused financial decisions. We take all the time needed to keep you informed and educated about your current standings, opportunities for growth, and potential risks.

Partner with
Trusted Professionals

Your financial life doesn’t begin and end with investments—and neither does our time together. Our clients come to us for support on all aspects of their financial life including giving strategies, risk management, college savings, multigenerational planning, and more.

Our Approach

Wherever you are in your financial journey, we look forward to traveling with you every step of the way. Along the path, we leave no stone unturned by taking a comprehensive approach to managing your financial life. In doing so, we align all aspects of your wealth with your greater goals and values.