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  • Keeling Wealth
    6 Dixon Avenue Suite 100 Concord, NH 03301 O: 603.715.9240 F: 603.715.9201
    Map and Directions Map and Directions

Wealth to us is not solely financial– it's feeling secure, being at peace & living your best purposeful life.

We help people understand and navigate financial changes during difficult & celebratory times. Taking an empathetic approach of listening and sharing our knowledge with the ability to communicate in terms people understand fosters an environment in which clients feel in control, safe, comfortable, and understood.

Our Value
Why we're different
Our Team

Get better acquainted with us and how we can help you.

Learn more about us
Sheila Barnes Bio Image
Sheila Barnes
Client Service Associate
Simon Keeling Bio Image
Simon Keeling, CFP®, AAMS™
Owner, Keeling Wealth Senior Wealth Advisor, RJFS
Michael Muise
Michael Muise
Financial Advisor, RJFS
Claire Belanger Bio Image
Claire Belanger, MBA
Branch Operations Coordinator
Sheila Barnes Bio Image
Sheila Barnes
Client Service Associate
Simon Keeling Bio Image
Simon Keeling, CFP®, AAMS™
Owner, Keeling Wealth Senior Wealth Advisor, RJFS

OUR Process

WHAT MAKES Us Different

OUR Difference

Pre-Retirees

Pre-Retirees

06/08/2018
Helping you and your family prepare for the coming years in retirement.
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04

Niches
Retirees

Retirees

06/08/2018
Nurturing wealth so you can live a longer, better life.
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05

Niches
Estate, Charitable Giving and Trust

Estate, Charitable Giving and Trust

06/08/2018
One of life’s greatest rewards is sharing your wealth with others.
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06

Niches
Business Owners

Business Owners

06/08/2018
Unique solutions for business owners and entrepreneurs.
Read More
01

Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Read More
02

Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Read More
03

Niches
Pre-Retirees

Pre-Retirees

06/08/2018
Helping you and your family prepare for the coming years in retirement.
Read More
04

Niches
Retirees

Retirees

06/08/2018
Nurturing wealth so you can live a longer, better life.
Read More
05

Niches
Estate, Charitable Giving and Trust

Estate, Charitable Giving and Trust

06/08/2018
One of life’s greatest rewards is sharing your wealth with others.
Read More
06

Niches
Business Owners

Business Owners

06/08/2018
Unique solutions for business owners and entrepreneurs.
Read More
01

Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Read More
02

Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Read More
03

Niches

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

what can we do for you?

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Keeling Wealth LogoKeeling Wealth Logo
  • Keeling Wealth: 6 Dixon Avenue Suite 100 Concord, NH 03301
  • O: 603.715.9240
  • F: 603.715.9201
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keeling Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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