Keeney Financial Group Inc.

Keeney Financial Group Inc. is an independent financial advisor firm established in October 2015, with John P. Keeney as the principal owner. The firm specializes in providing personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pensions, and corporations. Keeney Financial Group's mission is to offer unbiased advice, emphasizing transparency and accountability to earn and maintain clients' trust. The firm requires clients to place a minimum of $500,000, which may be waived at their discretion. Clients receive asset management services on a discretionary basis, allowing Keeney Financial Group to make investment decisions without specific client approval. The firm encourages clients to complete a financial plan to guide investment objectives based on factors like risk tolerance, liquidity needs, and income requirements. Investment strategies focus on long-term goals, with portfolios tailored to meet individual client needs. Keeney Financial Group charges fees ranging from 0.00% to 1.25% annually for asset management, with financial planning fees varying based on services provided. Clients' accounts are held at a qualified custodian, typically Schwab, with trades executed to seek best execution. The firm discloses potential conflicts of interest related to insurance product recommendations and third-party manager compensation. Keeney Financial Group does not charge performance-based fees and has no disciplinary history. Clients are encouraged to review account statements and confirmations directly from the custodian.