Making a Meaningful Difference

Our professional objective is to help clients achieve financial well-being, creating confidence and freedom to pursue the things that really matter.

WHO WE SERVE

Our Services

We’re primarily focused on supporting families and institutions. Read more about what services we offer, and check out some industry insights that we think you’ll like!

For Families

Our focus is private wealth management, including comprehensive financial planning, discretionary and tax-efficient investment management, and estate planning.

For Institutions

Business development planning, retirement plan creation and maintenance, investment policy creation, and investment management.

ABOUT US

A partnership that goes beyond finances.

We’re a team dedicated to not only making your money work for you, but also provide you with the confidence and happiness that comes from financial stability. Trust our team to help you hit your goals, and open the door to being free to live the best life you can.

From the founder

“While results cannot be guaranteed, proven processes rarely fail to produce superior results. I have a passion for planning, the personal privilege to have experienced the payoffs, and shared the peaceful contentment when objectives are achieved.”

 

-Steve Gideon

"Few client comments give me more satisfaction than hearing: 'Thanks, Steve! I never would have thought of that!' ”

- Steve Gideon

OUR FAMILY

A Customized Team Approach

Keating and Associates provides personnel and expertise that enable me to design the ideal team for the unique circumstances of each client. Each individual, family, or business has different needs, and I enjoy customizing a tailored approach for the client.

Latest Insights & Resources

Yesterday’s Problems

Hopefully our clients realize that every position we selected for their portfolio is extensively vetted via an exhaustive process; a process that not only justifies

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Opportunities vs Losses

I recently had a conversation with someone who said that at the beginning of the pandemic he liquidated much of his investment portfolio, leaving it

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Distractions

John Bogle, founder of Vanguard, once said “The stock market is a giant distraction from the business of investing.” I agree and consider it one

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New Realities–Part 2

Previously I suggested that for a variety of reasons many valuations seem skewed by traditional standards and promised examples illustrating my point. The value of

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New Realities – Part 1

I believe that ever since the “Great Recession/Financial Crisis/Mortgage Debacle” or whatever label you use to reference the 2008/2009 economic and capital market crash/correction, congressional

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