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About Keene Wealth Management

Welcome to Keene Wealth Management, where your financial future is our top priority. Founded by Luke Keene CFP®, ChFC®, CLU®, RICP®, a seasoned professional with nearly two decades of experience, we are dedicated to helping you retire comfortably, invest wisely, and achieve your financial dreams.

At Keene Wealth Management, integrity and honesty form the cornerstone of our practice. We believe in building personal connections with each of our clients, understanding their unique needs, and providing tailored financial strategies. Our commitment goes beyond managing your investments; we strive to help you build wealth, preserve your legacy, and reach your financial goals with confidence.

Luke Keene's extensive experience and passion for financial planning ensure that you receive skilled guidance and support at every step of your journey. Whether you are planning for retirement, seeking to grow your portfolio, or looking to safeguard your family's future, we are here to help you navigate the complexities of the financial world.

Join us at Keene Wealth Management and experience the difference of a financial partner who truly cares about your success. Let us help you create a secure and prosperous future for yourself and your loved ones.

Our Philosophy

We believe that successful wealth management goes beyond numbers; it’s about understanding your aspirations, values, and unique financial situation. Our goal is to empower you to build wealth, preserve your legacy, and achieve your financial dreams with confidence and peace of mind.

Our Process

We believe that communication is the foundation of every great relationship. As such, our process starts with a conversation where we learn about your goals, find out what is important to you, and determine how we can best help you.

Then, we get to work analyzing your current financial situation. Through a mix of industry leading technology and years of experience, we build recommendations and observations that will help you reach your goals.

Once we have developed a plan and investment strategy, we meet regularly to ensure you remain on track.

Our Services

Retirement Planning

One of life’s largest changes is transitioning from working life to retirement. When, how, why? Keene Wealth Management helps answer those questions by aligning your current resources (investments, pensions, etc.) with your goals and helping create a smooth transition focused on securing retirement income while mitigating unnecessary taxes.

Investment Planning

We take a long term investment approach with the goal of capturing market growth while ensuring the risk level aligns with your goals and preferences. We keep a close eye on market, economic, and political events that impact your portfolio and adjust as needed.

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.