Keen Advisor Group

Keen Advisor Group is a financial advisory firm based in Alpharetta, Georgia. With a team of 5 to 9 employees, the company has been serving its community since 1983. Keen Advisor Group generates an annual revenue of $2.5 million. The firm specializes in guiding individuals, families, and corporations through challenging financial situations. Their approach involves a comprehensive process that includes listening, evaluating, planning, securing agreement, implementation, and monitoring. Keen Advisor Group emphasizes developing forward-looking financial plans without dwelling on past circumstances. In addition to their advisory services, Keen Advisor Group serves as an Office of Supervision Jurisdiction for The Strategic Financial Alliance. This role entails overseeing the sales and sales practices of 14 experienced financial advisors operating in the Atlanta area. Securities and advisory services are offered through The Strategic Financial Alliance, Inc. (SFA), a member of FINRA and SIPC. William N. Keen, CFP®, is a registered principal and investment advisor representative of SFA, which is unaffiliated with Keen Advisor Group. You can visit their website at ourlivesintransition.com for more information.