Why choose Keim Financial?

For over 25 years, Chad has worked to build lasting, loyal relationships with his clients’ goals in mind, allowing him to forge deep, personal relationships that have become the foundation for a strong, successful, and established financial planning platform.

Rooted in the value that every client must invest in themselves, Keim offers comprehensive plans for all stages of life.

As an independent advisor, Keim is able to offer greater, personalized service to his clients.

 

Our Mission Statement:

Our mission and purpose at Keim Financial Group is to bring our best self to our clients and community every single day.
Excellence guides our behavior and decisions.
We listen acutely to the goals and needs of others while acting with integrity and speaking with a clear purpose.
We value the relationships we form, and most importantly the legacy that we may leave with our friends, family, and the clients that we serve. 

 

The benefits of Keim Financial Group include:

  • Customized guidance based on your entire financial picture
  • You have the freedom of a wide range of investment options tailored to what is best for you.
  • A high level of proficiency to support your complex financial needs.

We can address a variety of complex investment needs, serving as your “quarterback” that include comprehensive services such as estate planning, retirement planning, employer sponsored plans, tax-reduction strategies, income and fee-based planning, college savings plans, and more.

Keim Financial Group is centered around you, the client. We are local, accessible, and are able to offer a personalized, tailored approach to your financial plan. With access to the latest industry research and technology platform, we are able to offer customized financial planning with regular, detailed performance reviews.