Steven Myers, CFP®
Objective financial advice tailored to your unique situation on a fee-only basis
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Serving Clients Nationwide
Objective financial advice tailored to your unique situation on a fee-only basis
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Steven Myers, CFP®
Steven Myers joined Keener Financial Planning in 2021 as the firm’s first intern. He did such an outstanding job that he was offered and accepted a permanent position with the firm.Steven has a Bachelor’s degree in personal financial planning from Edinboro University and is a Certified Financial Planner™ (CFP®) Professional. He has a passion for financial planning and serving to make a positive impact on other people’s lives.
Outside of work, Steven loves spending time with his wife, Julia, spending time with his two dogs, and watching football with family and friends. Steven shares more about why he became a financial planner and answers questions you should ask a financial planner on the Interview Steven page.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- Garrett Planning Network
- National Association of Personal Financial Advisors
- Garrett Planning Network
Primary Location
1692 Keller Parkway Keller, TX 76248
Additional Locations
📍 2626 Cole Avenue, 3rd floor Dallas, TX 75201
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Per Session
What to expect in the first meeting
Click the 'Book Intro Call' button above to learn more about our process and how to contact us to to get started. Our process is flexible based on each individual or family’s needs and desires. We look forward to speaking with you.Offers Investment Management
Yes
About Keener Financial Planning
Keener Financial Planning’s top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money.We understand that things don’t always go as planned. We are here to provide the financial knowledge and framework to accomplish your dreams and plan for the future — regardless of whether you feel like you’re on track right now or not.
✔️ Up-to-date knowledge is one of our strengths.
You will benefit from our independent, personalized advice and resources available to our team of Certified Financial Planner™ professionals. In addition to our team’s experience and training, we utilize industry-leading software and strategize frequently with other like-minded financial advisors to give you the best advice. All Financial Planners are NAPFA-Registered Financial Advisors and members of the Garrett Planning Network and Financial Planning Association.
✔️ We’re flexible in working with you.
Whether you are looking for a comprehensive, long-term relationship or a quick check-up on your current situation, we are here to help you attain your goals with the option that works best for you. With no account minimums, we work with clients at a wide range of financial levels.
✔️ Fair and transparent pricing is a key focus.
As you probably know, this approach is not necessarily the norm in the financial services industry. Keener Financial Planning is not affiliated with any bank, brokerage firm, or insurance company nor do we accept commissions or referral fees from third parties, so you know there’s no conflict of interest with our product recommendations. We also post a full schedule of services on our website to give you an idea of typical price ranges before you meet with us. Our goal is to keep your overall investing costs as low as possible while enabling you to make smarter financial decisions, sleep well at night, avoid pitfalls, and achieve your goals. We work solely for our clients as fee-only fiduciaries.
✔️ We’re professional.
We do what we say we’re going to do. With Jean’s 10 years’ experience in corporate management, she developed skills of attention to detail, analysis, and follow through that make your relationship run smoothly and allow you to count on the accuracy and thoroughness of your financial plan.
✔️ Free Initial Consultation.
We’d love to have the opportunity to chat with you and see if Keener Financial Planning is a good match for you. Please call us at 817-993-0401 or click the 'Book Intro Call' button above to start the process. Start Planning to Live Well today!
Education
PennWest Edinboro, Bachelor of Business Administration - BBA, Personal Financial Planning
Hobbies and Interests
- Family
- Football
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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