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

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.
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You Shouldn't Have to Choose

For too long, growing your practice meant sacrificing independence or drowning in administrative work. Keating offers a different path. We provide the operational horsepower so you can stay independent and focus on what you do best: advising your clients and building your business. With access to top-tier custodians, competitive payouts, and a powerful advisor network, we provide the infrastructure for ambitious advisors to scale smarter.  

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COMPLETE AUTONOMY

Maintain Full Control of Your Practice

Unlike traditional models that slowly erode your independence, Keating ensures you maintain 100% control over your client relationships and business decisions. Your practice remains yours. We’re here to support, not restrict.

Grow your bottom line through efficient operations and competitive payouts

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.

TOP-TIER CUSTODIAN RELATIONSHIPS

Work with industry leaders Charles Schwab and Raymond James while maintaining complete control over your assets. Our institutional-level relationships provide preferential treatment and resources typically reserved for much larger firms, giving your practice the capabilities of a major player with the agility of an independent.

GROWTH ACCELERATORS

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

AI-driven tools that leverage your time for more freedom

Strategic resources to help you penetrate lucrative markets

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.

SEAMLESS TRANSITION PROCESS

Transitioning your practice should be exciting, not stressful. Our dedicated onboarding team ensures smooth client transitions with minimal disruption. From day one, we handle compliance, trading infrastructure, and technology integration, allowing you to focus on what matters most—your client relationships.

Growth & Development

Under the guidance of Libby Paul, our Growth Development Manager and Entrepreneurial Operating System (EOS) Self-Implementer®, you’ll receive structured, strategic support to scale effectively. Our leadership team operates with a decade-long vision using the EOS framework, providing clear direction and stability for our organization and partners.

With Libby’s expertise, you’ll not only benefit from our leadership structure but also implement EOS principles in your own practice. She’ll help you create a customized ten-year plan aligned with your specific goals and vision. This dual approach ensures you have both the organizational support of Keating’s leadership and the tools to build your practice exactly the way you want it.

Built for Independent Advisors Like You

Keating is ideal for advisors who:

Advisors who want to grow and scale their business

Need comprehensive support without sacrificing independence

Are looking for higher profit margins with less administrative stress

Value personal time and work-life balance

KEATING TESTIMONIALS

Financial Advisor

“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

Independence + Support:
Yes, You Can Have Both

Redefining Success for Independent Advisors

Stop compromising. See how Keating delivers the best of both worlds for financial advisors
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