Keith Osborne

Keith Osborne

Wealth Advisor

For more than 30 years, I have been advising families and individuals on investing for their own personal needs or that of their loved ones.  I take pride in finding ways for you to live the best life you can with the money you have or build a bigger nest egg for the future.  Guiding my clients through different life events gives them the confidence they need in pursuing their goals and aspirations.

I have met some amazing people in my career and truly grateful for the trust they have shown me along the way.  I work with people from all walks of life and learn something new from each of them.  Obtaining your goals is more about the discipline you need to get there.  The lifestyle you want is probably obtainable quicker than you think.  I encourage my clients to start creating the life they really want now instead of waiting for many years down the road.  With the proper planning, investments and fine tuning, you may achieve amazing results.

My philosophy is to invest in good quality assets for the long term!  Of course, a diversified portfolio is key to reducing risk.  Making some short and medium term adjustments along the way is critical in keeping your portfolio on track for the long term.  

On a more personal note, I was born and raised in St. Louis and graduated from Missouri State University in Springfield, MO.  I spent many years in a few large bank trust departments as a Portfolio Manager in Kansas City and St. Louis. I owned a business outside of the financial industry for about 9 years and then re-entered the industry as a Financial Advisor and have remained that for the last 13 years.  I have two amazing daughters that make me proud every day as they create the lives they want to live.

I enjoy most sports but partial to golf, baseball and hockey.  I'm starting to learn to play pickelball and find it really to be more exercise than I thought it would be! I like to tinker on a few classic cars here and there but like driving them more than anything. 

Thank you for reading and look forward to helping you!  There is never a charge for an initial consultation or discovery meeting (as I like to call it) so we can meet and find out if we are a good fit.  I am always accepting new clients, so start now and get a jump on creating that life you really want!