Financial Planning Services for Individuals

Investment Management, Retirement Plans, Wealth Planning, & more – all organized and managed through Keating.


Provided by our Keating Advisor Partners.

We offer a variety of services and resources for individuals.  Learn more about those services and the advisors that can assist you.

Wealth Planning Solutions

Long term wealth building & planning for individuals.

Investment Management

Goal-focused financial strategies for individuals.

Individual Resources

Resources for individuals on plans, portfolios, & more.

Insurance Services

Customized insurance plans for your unique needs.

Third Party Administration Services

Retirement Plan Administration

Meet our team, and access your retirement account logins.

Flex benefits administration

Flexible spending arrangements (FSA), health savings accounts (HSA), and dependent care FSA


Find the right Keating Advisor or Advisory Team for your needs.

A big part of shared success is finding the right advisor to match your needs.  With a team of over 30+ advisors, and multiple advisory team partners, we are confident that no matter your portfolio preference or personal preference, we have the right advisor for you.

Learn more about our advisor partners, and how they can help you reach your goals.

Keating Advisor Teams & Individuals


Resources for Individuals.

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Industry Disclosures


Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc.

Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

Raymond James’ Privacy Policy may be found here.

Raymond James’ legal disclosures may be found here

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.