FINANCIAL ADVISOR
Keith Eckhardt

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor®, I help individuals, families and business owners navigate complex financial decisions to achieve their long-term goals.

I focus on working with clients to create wealth strategies, plan for retirement, establish business exit strategies and guide entrepreneurs through successful transitions while helping families build, preserve and transfer their wealth across generations.

As a former corporate executive, entrepreneur, and business owner, I understand the challenges of leadership, financial decision-making and business succession. Having owned businesses in media, e-commerce and digital marketing, I bring firsthand insight into wealth preservation, retirement readiness and financial...