Shawn
Keller

CMFC™, CRPC™

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Shawn Keller

Here to act in your best interests

About me

Since 1992, I’ve been working with my clients as their dedicated financial planner. Together we discuss their lifelong hopes and dreams, then create a livable plan that can help keep them on track to reach every one of their goals. Outside of work, I enjoy spending time boating with my family. I also like trying new restaurants and exploring unique flavors.

Certifications

Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™

Education

Bachelor of Science, Ohio University

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Visit one of our Locations

Cincinnati - Florence (Appt Only)

7310 Turfway Road
Suite 550
Florence, KY 41042

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Cincinnati I - Cincinnati

100 East Business Way
Summit Woods I Building, Suite 360
Cincinnati, OH 45241

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health