Your Business, Your Terms—With More Support & Bigger Future

AS AN ADVISOR, DO YOU STRUGGLE WITH:

Working more than you want to?
Compliance, HR, and staffing are draining your time?
Wanting to keep serving clients, but not run a business anymore?
Exploring an RIA, but it feels like a huge leap?
Ready to transition your business to the next generation, but don’t know how?

Stop choosing between independence and support.

Keating offers financial advisors the freedom to own their practice plus
the comprehensive back-office power to scale smarter and reclaim their time.

How KEATING Can Help
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TRUSTED BY 20+ ADVISORS JUST LIKE YOU

SEE WHAT THEY'RE SAYING

How Keating Can Help

Whether you’re looking to grow your current business, or pass it onto the next generation – KEATING can help.

Succession Planning

Succession is a moment to honor what the founder built and also a moment to allow the next generation to bring fresh energy and ideas. Our approach respects both sides, creating a bridge between tradition and transformation.

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Advisors Looking to Grow Their Business

As an advisor, you want to grow your business without sacrificing independence.  Keating takes on the administrative workload, while giving you the freedom to continue focusing on your clients.

Grow Your Practice
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Built for Independent Advisors Like You

Keating is ideal for advisors who:

Want to grow and scale their business

Are looking for higher profit margins with less administrative stress

Need comprehensive support without sacrificing independence

Value personal time and work-life balance

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Built to Accelerate Your Growth

Scale Smarter

Join a collaborative community of elite advisors sharing advanced wealth strategies for high-net-worth clients. Our ecosystem provides:

Regular mastermind sessions with top-performing peers

Strategic resources to help you penetrate lucrative markets

AI-driven tools that leverage your time for more freedom

Proven frameworks that turn growth from a hope into a system

This isn’t just about growing your AUM—it’s about creating a practice that gives you more personal freedom while delivering exceptional value to clients.
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What Our Advisors Say

"Since joining Keating & Associates, I've experienced first-hand the freedom to grow my business my way, supported by a remarkable team. The firm’s commitment to removing operational burdens allows me to focus on what I love most—building relationships with my clients. If you're looking for a place where your entrepreneurial spirit can thrive, Keating is the place."
Tony P
Financial Advisor
"Keating & Associates isn't just a workplace; it's a community where everyone’s unique abilities are leveraged to achieve collective success. The support I receive from the team not only enhances my professional capabilities but also enriches my client engagements. Joining Keating has been the best decision for advancing my career in a truly collaborative environment."
Laura W
Financial Advisor
“At Keating, the Abundance Mindset is more than a philosophy; it’s a practical approach to everyday challenges. This mindset has allowed me to envision a bigger future and achieve goals I once thought were out of reach. The firm's focus on continuous learning and shared experiences makes it an ideal place for any advisor looking to make a significant impact."
Beth K
Financial Advisor

The statements shown are from financial advisors affiliated with Keating Financial Advisory Services, Inc. as independent contractor advisors. These individuals receive compensation through their relationship with the firm, and one or more may have an ownership interest. Their experiences may not be representative of all advisors.

What True Support Looks Like

Everything You Need, Nothing You Don’t

When you partner with Keating, you gain:

More Time

Focus on high-value work and the parts of the business you actually enjoy.

Less Stress

Offload the administrative burden and compliance headaches.

Keep More of What You Earn

Benefit from a favorable payout and reduced overhead.

Strategic Advantage

Leverage shared knowledge, coaching, and tools to grow smarter.

Redefining Success for Independent Advisors

Ready to keep your independence, but have more support?

Stop compromising. See how Keating’s ADVISOR FREEDOM SOLUTION™ is designed to offer both independence and operational support.

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Discover Advisor Support

Advisor Freedom Solution™ is Keating’s customizable support model designed to help independent advisors manage operations while retaining control of their practice.