Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically
Steve Sanduski
APRIL 8, 2025
Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. To them it’s, ‘We need to understand all this.’
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