Wealth Planning Solutions

Wealth Planning Solutions

Comprehensive planning that goes beyond investment management.

The mission of your financial advisor is to provide you with a powerful toolkit of wealth planning and management strategies. They will listen carefully to your concerns and provide guidance through decisions, helping you to realize your own vision for your wealth.

Services We Offer:

What is an RIA?

A Registered Investment Advisor is any person or firm that advises clients on investments and manages their portfolios or provides its clients with financial advice. A Registered Investment Advisor is either registered with the U.S. Securities and Exchange Commission (SEC) or a state securities authority. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

About Keating Financial Advisory Services

Keating Financial Advisory Services, Inc. (KFAS) is an investment adviser registered with the United States Securities and Exchange Commission (SEC) with its principal place of business in Manhattan, Kansas. Patrick J. Keating is our principal owner. Our advisory firm has been providing investment advisory services since 2007. KFAS offers discretionary and non-discretionary investment advisory and consulting services to pension and employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. These investment advisory and consulting services range from the development of investment policy statements to the delivery of participant communication services. Additionally, we offer broad-based, modular, and consultative financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. Financial Planning Services may include any of the below individual planning modules, separately, or combined: Cash Flow Analysis/Planning, Education Savings Analysis/Planning, Retirement Analysis/Planning, Risk & Insurance Analysis/Planning, Estate Analysis/Planning, Portfolio Analysis/Investment Planning and/or Charitable Giving.

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.