Customers frequently cite long-term relationships, professional communication, and detailed education regarding retirement, tax, and estate planning. Reviewers note that the firm responds promptly to inquiries and manages portfolios with a focus on client goals. A recurring criticism involves the firm ceasing service for a client following a divorce, which that individual attributed to higher fees compared to alternative providers.
Data from Google, last updated October 25, 2026.
Reviews from Google, shown as published (original wording, unedited).
For me, it’s all about trust. They have managed our accounts since they were just 3 people in a small office. Since they have grown, I am truly impressed with the quality of people we have gotten to know.
Always a pleasure to work with the Keen staff. Very knowledgeable, friendly, and understanding of my goals and objectives.
We've been utilizing Keen Wealth for approximately 15 years. When we first started looking for financial advisors I had talked to several different companies, after my wife and I met with Bill and Matt at Keen Wealth I knew we had found the people we wanted to work with. The ease of discussing our goals and not just numbers made the decision for both of us. Bill and his team has been right with us as we planned and progressed into retirement and provides us solid advice as we continue planning in our retirement. If you are looking for someone to listen and help you achieve your goals I would highly recommend Keen Wealth Advisors.
We've been working with Keen Wealth for more than 10 years to help us prepare for and navigate retirement. As a fiduciary, they are on our side to ensure all the hard work we've poured into our careers results in the retirement of our dreams. Their advisors not only know investing, but take the time to really know us and understand our goals. Couldn't imagine a better partner to advise us on some of the biggest financial decisions of our lives!
Recently retired with multiple retirement accounts to consolidate. A friend recommended Keen Wealth Advisers to handle transfer. Will McDonald and Quinton Vlach were assigned as my team. I found both men to be trust worthy, competent and knowledgeable while giving me a great deal of comfort.
I have worked with Keen Wealth Advisors for eight years and have been blessed by the professionalism, wealth of knowledge, community leadership and involvement, and their timely education and resources from both editions of Bill's book to their incredible podcast. I appreciate their valued service so much.
They are the Best in the business! Keen Wealth is a family run business with a great team who can handle all your financial planning.
I have been with Keen Wealth Advisors for about 7 months now and have been treated with great respect from Quin, Ben and Jeb since day 1. Rachel is always helpful when you need something or have a quick question. My questions are always answered quickly. Anytime I call they are happy to help. They have educated me on the financial planning process which has been very helpful. They have designed a personal plan for me with detailed planning and tax strategies.
Keen Wealth Advisors have been a GODSEND for our family. Their advice & strategies have been incredibly helpful. They are knowledgeable, resourceful, and are excellent at what they do. They stay in constant contact and are a wealth of wisdom for navigating not only the markets, but all of the things we need to plan for. Cannot recommend them enough. So much so, that my parents, who live in an entirely different state - are now lifelong clients. 10/10, highly recommend.
I've been with Keen Wealth for 15 years and they have me on a great track to retire comfortably. The customer service is impeccable and I highly recommend them for all your financial needs.