Your financial life can be complicated.

We're here to make it easier for you.


The Di Rocco Keenan Wealth Advisory Group serves as a financial concierge, managing all aspects of our clients' financial journeys. With over 50 years of combined experience, we offer a fresh, thoughtful understanding to financial management, delivering exceptional service and tailored advice for each clients' unique situation.


Meet Our Team


Our Core Values

  • We always do what's best for our clients
  • We make our client's lives easier
  • We love what we do

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Our Services

  • Wealth Management and Retirement Planning
  • Portfolio Management
  • Estate and Insurance Planning
  • Business and Succession Planning
  • Financial Concierge

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Our Process

  1. Establish Goals
  2. Provide Recommendations
  3. Execute
  4. Review and Renew

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