All important things in life are driven by a purpose.





“My purpose is to make sure my clients can live the lives they deserve without worrying about their money.”

~Keith Jones




Investors Must Understand the Purpose of Their Wealth


  • Feeling Secure and Independent
  • Pursuing dreams
  • Building a legacy
  • Securing future generations
About Keith

Wealth Steward

I’m a financial planner, a father, a dog lover, and distance bicycle enthusiast. Many of my clients go on cycling getaways  with me every year. We usually find friends along the way and sometimes those friends become clients. Not always, but if there is a good fit, we make it work! I went to high school in a small town you’ve never heard of… not a single stoplight. I graduated from one of the colleges in Boston. I won a pie eating contest when I was seven.  My clients understand that my purpose is wrapped around them… they also understand that their success depends on their behavior just as much as it depends on mine. I get to work with wonderful people and help them live the lives they want. That gets me stoked! I love what I do.

What My Clients Can Expect From Me

  • 24/7 accessibility 
  • Complete objectivity
  • 100% transparency

What I Expect From My Clients

  • Total engagement
  • Notification of life changing events
  • Honest feedback

Fundamental Truths to Wealth Creation

  • Know yourself
  • Pay yourself first
  • A goal without a plan is just a wish

If you don’t know who you are as an investor, the stock market is an expensive place to find out. 

Adam Smith

My Tweets aren’t advice, but I do follow some cool people around the world. I don’t really dig political stuff so it’s not going to get too heavy. I Tweet pics of our trips from the road a good bit. I don’t Tweet and ride!

I’m old school Facebook so I don’t really use it too much for business. Most of my clients are in one or two groups that I check in on every week or so… I like fb it’s just not the same as it used to be… but nothing ever stays the same. 

I have a YouTube channel  where I share my thoughts on wealth management every week. I interview different people and dig deep into the genuine concerns they have about (pretty much anything) managing money and the behavior associated with that challenge. 

I’ve been thinking about doing a podcast… when it happens you can link to it directly from here. So make sure you bookmark this web page or better yet, add this page to your home screen as an icon so you can stay updated on my beliefs and opinions about wealth.

As our children become adults I believe we need to teach them the responsibilities that come with managing our wealth… We have a live monthly webinar in which we discuss topics about money and the responsibility that comes with it. It’s for the sons and daughters of my clients.

More Information Here

Over the years, my clients have asked me some really great questions. I have them all recorded to make sure I continue to remain vigilant as their trusted financial steward. I’ve created a PDF of some of the best questions as a reminder of what our collaborative partnership is all about.

Get it here… no email required. 

If you have any questions about my services please don’t hesitate to connect with me socially… or send me an email.