John P. Keenan

CFP®, AIF®, C(k)P®
Senior Partner

Contact

(844) 344-2991
Email

John P. Keenan, CFP®, AIF®, C(k)P® is a Senior Partner in SEIA’s Virginia Office. His practice focuses on investment management and overall wealth strategies for affluent individuals and owners of government contracting businesses. John’s practice is one of the D.C. area’s leading 401k retirement teams, proudly helping participants of all income levels to achieve financial independence.

John has been in the securities and insurance industry since 1996. He currently serves on SEIA’s Investment Committee, which meets monthly to analyze current trends in the fixed income, equity and alternative investments markets.

For many years, John and his team have been involved on behalf of their clients with many local charities including: Fisher House, Washington Jesuit Academy, DC Central Kitchen, Northern Virginia Conservator Trust and Toys for Tots.

John grew up in Potomac, Maryland and lives in Kensington with his wife, two sons, and two dogs. John received two degrees from the University of Maryland, College Park from the college of Arts and Sciences. He is a proud supporter of his high school alma mater, Georgetown Prep.

 

 

 

 

The Financial Times (FT) 401 Top US Retirement Advisers 2020 was awarded in October 2020 and was given by the FT , a daily newspaper with a focus on business and economic news. Neither SEIA nor its Financial Advisors paid a fee to FT in exchange for the ranking. Applicants must manage a minimum of $75 MM in Defined Contribution (DC) plan assets and a minimum of 20 percent of their client’s assets in DC plans. Qualifying advisers completed a questionnaire about the nature of their practice and FT grades advisers on six broad factors relating to DC plan business: AUM, Growth, Specialization, Experience, industry certifications, and compliance record. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Specializing In

Holistic Wealth Advisory
Including investment management, estate planning, philanthropic planning, succession planning, trusts, tax strategies, socially responsible investing and gifting.

Government Contracting Industry
Crafting differentiated, attractive exec comp and benefit strategies that protect owner equity; support throughout M&A, divestitures and other exit strategies.

Retirement and 401k
Custom-tailored plans to align the goals of employers and participants.

Customized Solutions to Address Your Unique Goals and Objectives

Personal
Wealth Management
Business
Services

Approach | March 2013

Our Holistic Process

Affluent Estates | March 2013

SEIA Private Client Group

Resources | March 2013

Market Commentary & Education

Webinar Series | February 2023

Monthly Market Updates

Insights | March 2013

The Outlook for Inflation

Video | August 2022

Your Life, In a Box

Get to Know Us | March 2013

Meet John's Team

Non-Discretionary | March 2013

For Hands-On Investment Clients

Employee Engagement | March 2013

What is Your Advisor Doing for You?

Sponsor & Participant Education | August 2022

Webinars

Retirement Planning | March 2013

Tool: Retirement Savings Calculator

Fiduciary Oversight | August 2022

Checklist: Fiduciary Documents

Plan Investments | August 2022

Quarterly Investment Review

Strategic Consolidation | March 2013

Mergers & Acquisitions

Plan Design | September 2022

Creative Solutions for Government Contractors

Plan Design | March 2013

Safe Harbor vs. QACA

Executive Compensation | September 2022

Plan Sponsor Testimonials

Executive Benefits | March 2013

Resource: Tier Strategy Recommendation

Exit Strategies | August 2022

MBOs, ESOPs & More

Holistic Wellness | August 2022

Resource: Best-In-Class Mobile Finance App

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