Skip to main content

Discover the freedom to focus on what matters.

Freedom can mean a lot of different things. At KEATING, we believe it means having the ability to focus on what matters most while not stressing about the details. The services we offer to our KEATING advisor partners are structured with this in mind. So, if you are someone that feels buried under all the paperwork that is required by the financial services industry or feel like you don’t have enough time to enjoy your personal life outside of work, we are here to help.

The success of our financial advisor partners is our top priority.
With decades of experience, we are poised and ready to support your business needs and provide a solution that will empower you to enjoy your personal endeavors as well.

Learn more about how our talented staff can help you take your advisory practice to the next level - Advisor Solutions

multi-colored decorative bar graphic

Freedom of Time

Organizing your schedule according to Free Days, Focus Days, and Buffer Days allows you to freely choose how you spend your time, both personally and
professionally. This results in a well-rounded personal life and business practice.

Freedom of Relationship

You have the freedom to cultivate the relationships that are most important to you and your professional role. Cultivating strong relationships builds even stronger teams, provides more opportunities to collaborate, & promotes a healthy culture. 

Freedom of Purpose

You can pursue those things that are meaningful to you and bring you purpose in this life. This may be found within the service niche you develop or with the
people you work with. You have the freedom to do what you love through the business you create.

Freedom of Money

There is virtually no limit on the amount of money you can earn, as your compensation increases based on increased AUM & fee-for-service contracts. This
will enable you to reach your personal goals and support those causes that mean most to you.

multi-colored decorative bar graphic

Are you a transitioning advisor?

We have worked diligently to understand the impact that a transfer of business can make, and we have curated a dependable support team to assist in the transition process. We are committed to making your transition as seamless as possible for both you and your clients.

Are you a new advisor?

We have built the systems, processes, and support team that you need to begin building your business. The network of advisor partners available to you, and the talented staff KEATING provides, will help accelerate your career.

scroll up button