Beacon Pointe Adds $560M Maryland RIA

Beacon Pointe Advisors has acquired Keeney Financial Group, a Maryland-based registered investment advisor firm with $560 million in assets. This marks its first acquisition of the year.

John Keeney, the founder of Keeney Financial Group, has been in the financial industry since 1990 and has worked with several firms before establishing his own in 2015. John holds numerous financial planning designations, including the Certified Private Wealth Advisor (CPWA), Certified Retirement Planning Counselor (CRPC), and the Certified Retirement Plan Specialist (CRPS).

Through the acquisition, Keeney and his team of ten employees will adopt the Beacon Pointe brand name. Financial specifics of the transaction were not disclosed.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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