About Walter Keenan Wealth Management
<p>Investment management and financial planning are the core of Walter Keenan Wealth Management, an independent, SEC-registered investment adviser that also works with retirement plan sponsors as a <a href="/plan-advisors">plan advisor</a>. The firm is headquartered in South Bend in Northern Indiana, serving the greater Michiana region.</p> <p>Founded in 1982, Walter Keenan Wealth Management has a 12-person team and reports $1.0B in assets under management (2026). The firm works with high-net-worth families on portfolio management, retirement analysis, estate planning, charitable giving, and family office needs. It also supports education and retirement savings with account-level guidance across IRAs, Roth IRAs, and 529 plans.</p> <p>For employer-sponsored plans, the firm provides 3(21) fiduciary services, giving sponsors documented investment recommendations while the sponsor retains final decision-making. A key differentiator is the blend of long-standing RIA resources with day-to-day support for both personal wealth and workplace retirement planning under one roof.</p> <ul> <li>SEC-registered RIA (CRD #104838)</li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment management and financial planning</li> <li>Charitable giving and family office services</li> <li>IRA, Roth IRA, and 529 plan guidance</li> </ul>
Website: https://www.walterandkeenan.com
Founded: 1982
Employees: 12
Office Locations
- South Bend, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.0B