Keith's passion is both encouraging and motivating. Keith has been a pleasure to work with over the past several years. His passion for helping people achieve their financial goals is both encouraging and motivating. He has extensive experience in the industry, which he draws upon to provide thorough and comprehensive advisory services. Keith obtains a high level of mastery in each role he undertakes. Much like his experience as a former minor league umpire, when it comes to wealth management, Keith make all the right calls.

Ben, July 2023

Realistic advice, real stories, real results

Jesse Otta, August 2023

I have been working with Keith for several years and I couldn't be happier with the service and expertise he provides . He has a deep understanding of financial planning and has helped me create a solid strategy for my future. Keith is always available to answer my questions, provide guidance, and ensure that I'm on track to meet my financial goals. I highly recommend him to anyone looking for a knowledgeable and trustworthy financial advisor!

Kelly, January 2024

I’ve never felt so confident and optimistic about my financial future as I have since I moved my portfolio to the trusted and competent hands of Keith McConkey and his team.
Trust is earned, but I was thoroughly impressed from the initial telephone conversation to the first in-person visit and through every single phone call and email communication; my confidence in his approach grows with every interaction.
Keith and his team are responsive, thorough, thoughtful, and absolutely honest in their client-centric approach. And to top it off, they’re really nice people!
I trust Keith McConkey to help me make the best decisions for a healthy financial future.

Michelle, July 2025

Keith is thorough, knowledgeable and knows his stuff! Had probably the fastest (because my husband and I were in a hurry) yet MOST informative meeting with him. After many years of buying and selling homes and dealing with financial planners, it finally clicked. Keith makes things easy to understand and if you ask a question, he takes the time to answer and ensures you understand. We also really appreciate that our meetings never end until ALL of our questions are answered. Absolutely the best financial planner we have ever dealt with, we will never use anyone else. Thank you Keith!

Amy, August 2020