Keats, Connelly & Associates is a financial planning firm with offices in Phoenix, Arizona and West Palm Beach, Florida. We specialize in managing the complexities of accumulated wealth and U.S. / Canadian border crossing planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all your financial records and accounts.

Our Fee-Only* compensation model enables us to maintain our philosophy of promoting our clients' best interests at all times while avoiding any potential conflict of interest with commissions.

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What's New

7/28/2008	Peter Eickelberg Appointed Senior Investment Officer of Keats, Connelly and Associates
7/15/2008	Keats, Connelly and Associates Named Top Wealth Management Firm for Eighth Consecutive Year
6/19/2008	Keats, Connelly and Associates, Inc. Recognized for Workplace Flexibility and Effectiveness

*Fee-Only financial planning firms are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

The Border Guide

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 65,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

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Upcoming Workshops

Learn about strategies for Cross-Border Living

2/3/2009 - Cross-Border Living Workshop

Rancho Mirage (Palm Springs), California

2/10/2009 - Cross-Border Living Workshop

Phoenix, Arizona

2/17/2009 - Cross-Border Living Workshop

Naples, Florida

Find a Workshop Near You