Client Access

Our Team

"If everyone is moving forward together,
then success takes care of itself."
– Henry Ford

What makes McKeever & Associates different? How can you be sure that the plan we design for you – and the attention we provide – will be any different from what you can get someplace else?

In a word, experience.

Of course, there are other firms that have been around as long as ours. But while "comprehensive wealth management" has become the catchphrase of the day for so many lately, we've specialized in providing solutions for the intricately complex planning needs of affluent clients for more than 20 years. And collectively, our experience spans three-quarters of a century. But while our depth of knowledge is a noteworthy accomplishment in its own right, we're particularly proud of our tradition of service.

Our experience has shown us time and again how important it is to get to know our clients on a truly personal level and to listen intently to their goals, preferences and concerns – before we make even a single recommendation. We like to think that our relationship-based approach and long-term, holistic view of wealth management is the reason so many of our original clients continue to work with us – and why they continue to refer their family members and friends.

At McKeever & Associates, you are the reason for everything we do.