Keen Wealth Advisors of Merriam

Keen Wealth Advisors is a financial planner in Merriam, KS. The firm serves the Kansas City area and beyond, providing specialized services in retirement planning, tax planning, investment management, income planning, and estate planning and charitable giving. As a fiduciary firm, they are required to act in the best interest of their clients, and they maintain a 4.90 rating.

The firm utilizes a team-based approach to provide a broad perspective and focused support for their clients' long-term goals. Their professionals address various financial complexities, including retirement distribution strategies, estate conservation, and risk management. Keen Wealth Advisors specializes in advising those within the architecture, engineering, and construction communities on specific issues such as ESOP plans, compensation, and benefits planning. The firm's process begins with understanding a client's current financial situation, family dynamics, and specific retirement dreams, such as travel or relocation, to create a personalized and precise financial plan.

The business is located on College Blvd.

The firm maintains well-documented business information available online and features a well-optimized website that search engines read cleanly.

Keen Wealth Advisors provides conscientious retirement planning and investment management to help clients in Merriam and the surrounding region achieve their long-term financial goals.

Services:

• Estate Planning & Charitable Giving
• Income Planning
• Investment Management
• Retirement Planning
• Tax Planning