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Beacon Pointe - Columbia, MD

EST. AUM
$385,599,261

CONTACTS
4

CLIENT ACCOUNTS
1,179

Firm Details

Metro area Baltimore
CRD Number
Website beaconpointe.com
Client types

Overview

Keeney Financial Group joined Beacon Pointe Advisors in March 2024. Keeney Financial Group is passionate about wealth management and how it transforms lives. The group has taken service and personalized attention to a whole new level, anticipating each client's needs and then proposing solutions that can exceed expectations. It is their dedication to high-touch, personal service that helps them stand out from the pack. Acquired by Beacon Pointe in Feb 2024.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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