Keith McGowan, CFP® American Advisors, LLC

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About Keith McGowan, CFP®

We are an independent registered investment advisor firm designed to objectively provide advice without conflict of interest. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal.

We provide our clients with individualized comprehensive financial planning services and investment advice based on their life and financial goals and their stage of life. Planning services include education planning, retirement planning, insurance needs analysis and investment allocation. We leverage the latest technology to optimize our services.

As the founder of American Advisors, LLC, I have a B.A. in Finance from Duquesne University and an M.B.A from Arizona State University. Additionally, I have over 17 years of experience in the financial industry, beginning as a trader on the Philadelphia Stock Exchange and transitioning into family office management and individual financial consulting before registering as an investment advisor and becoming a CERTIFIED FINANCIAL PLANNER™ professional.

My wife and I live in Bucks County, Pennsylvania and are blessed to have two sons. During my spare time, I enjoy watching Philadelphia sporting events, running, playing golf, traveling and, most importantly, spending time with family and friends.

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Ideal Clients

  • Financial Coaching
  • Gen X
  • Military & Veterans
  • Offers Free Assistance to Furloughed Government Workers
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150/mth + $1,000 upfront
  • AUM: 1.00%

 

SEC Records

States Registered

  • Pennsylvania

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