MarketStrats works only for you. Unlike other advisors, we do not receive any form of incentives from investment or insurance companies. Our oath of fiduciary duty makes us legally obligated to put your best interests first-where they belong. Sync your financial goals with your life goals.
Our comprehensive planning process will create actionable and easy-to-understand steps that will quantify your risk objectives and craft a portfolio that will allow your assets to be managed with purpose.Receive 24/7 access to your financial plan and your managed investments-including those in outside accounts-with our secure online portal.
Our comprehensive planning process will create actionable and easy-to-understand steps that will quantify your risk objectives and craft a portfolio that will allow your assets to be managed with purpose.Receive 24/7 access to your financial plan and your managed investments-including those in outside accounts-with our secure online portal.
Services
As a Registered Investment Advisor, our firm offers a cost-effective and transparent approach to wealth management. Our mission is to develop a life-long relationship with you and your family. We use our evidence-based investment strategies and sync them up with a comprehensive financial plan built specifically for you.
All my life, I have been a planner with a spreadsheet for practically everything. For anyone that would listen to me long enough, I'd make one for them too-and really just because I liked doing it. Little did I know I'd make a career out of it one day. But here we are. I am dedicated to eliminating the financial stressors of my clients.
Be sure to consider all potential costs: brokerage fees, advisor fees, internal investment expenses, commissions, and taxes. The most common pitfall we see is people holding very expensive investments without realizing it. Often, these people have advisors who are incentivized to increase profits for the companies they work for-not for you.
MarketStrats is a fee-only firm, which means we only get paid directly by you. With many banks, brokerages, and insurance companies, that is not the case. Conflicts of interest can and often do exist. We took a fiduciary oath to put your best interests first.
If we recommend an investment or insurance policy to you, you will know beyond a shadow of a doubt that we have done so because our analysis says it serves your needs the best, not because we are getting a kickback from it.Moreover, you can expect a consistent service. With us, you are not just a number.
If we recommend an investment or insurance policy to you, you will know beyond a shadow of a doubt that we have done so because our analysis says it serves your needs the best, not because we are getting a kickback from it.Moreover, you can expect a consistent service. With us, you are not just a number.
Financial planning is not just an event. It is an ongoing process. Together, we will help you uncover your life goals, quantify them, and then tailor a plan to help you reach them safely. Furthermore, as inevitable life changes take place, we will be right there to ensure that your plan stays on track.
Reviews (3)
Paul Sundin
Jul 17, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I have been working with Keith for several years and he is a very knowledgeable financial advisor. Besides the investment side, he is always looking out for creative ways for his clients to save on taxes and he always goes the extra mile. I highly recommend!
I have been working with Keith for several years and he is a very knowledgeable financial advisor. Besides the investment side, he is always looking out for creative ways for his clients to save on taxes and he always goes the extra mile. I highly recommend!
Jennifer Dibrani
Sep 05, 2019
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Dan D.
Jul 22, 2019
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Keith of MarketStrats is the kind of financial advisor that you’d want to work with. I was looking for an advisor that was thorough, detailed and focused, yet not pushy or impatient. Keith fits the bill. He really listens to what your goals are and figures out a plan to help you achieve them. He asks a lot of good questions to really get to know your situation and comes up with a customized plan that truly fits your needs, rather than trying to fit you into a “standard” model. His plans are very detailed yet easy to understand. I consider myself pretty investment savvy, yet Keith was able
