NEW YORK, April 2, 2026 /PRNewswire/ — Emigrant Partners, a leading minority investor in the wealth and asset management industry, today announced an investment in Keen Wealth Advisors, an Overland Park, Kansas-based independent RIA managing $1.3 billion in assets and recognized as one of the top advisory firms in the nation¹. Emigrant’s capital and strategic support will allow the firm to accelerate growth and make additional investments in its team, technology, and client experience.

Founded by CEO Bill Keen in 2014, Keen provides its clients with advanced retirement, tax, estate planning, investment management, and risk management services. In addition to serving clients across a number of professions, the firm has developed deep connections and relationships within the architecture, engineering, and construction (AEC) industries and is recognized within these communities as the premier provider of specialized planning and advisory services.

“We have known Keen for quite some time and have always admired the work that Bill and his team have done – both for their clients and as personal finance thought leaders,” said Jenny Souza, CEO and President of Emigrant Partners. “Keen’s business has been built with intention from the ground up, always with a foundation of organic growth and exceptional client service. We look forward to helping Keen continue to expand their business with the same degree of intention and strategic focus.”

Keen will continue to operate independently, with no changes to its leadership team, advisory staff, or the way it serves clients. Emigrant Partners holds a minority, non-voting position in the firm. As its client community has continued to grow, the firm sought a partner that could provide long-term capital support and operational resources without requiring changes to its culture, team, or client-first philosophy.

With this investment, Keen will look to further strengthen its brand and broaden access to the educational content that has long differentiated its approach, while selectively expanding into markets where it can deliver the greatest value to clients. At the same time, its highest priorities remain unchanged: serving its existing clients with excellence, supporting the continued growth and success of its team, and making a meaningful impact with their philanthropic initiatives.

“The people we serve today are the reason we’re here, and nothing about this partnership changes that,” said Bill Keen. “Our team, our process, and our commitment to the families we work with are all staying exactly the same.”

“What this does give us is the ability to invest more in the things that matter to our clients,” Mr. Keen continued. “Whether that’s better technology, more planning resources, or the enhanced capacity to give every family the high level of personalized attention that sets Keen apart. We were very intentional about finding a partner who would let us keep doing things our way, and Emigrant is that partner.”

Houlihan Lokey acted as the exclusive financial advisor to Keen Wealth Advisors. Godfrey & Kahn served as Keen’s legal advisor. Financial terms of the transaction were not disclosed.

About Emigrant Partners

Emigrant Partners is a specialist capital and advice partner that makes minority, non-voting investments into wealth and alternative asset management businesses. Emigrant Partners has minority investments in 21 firms overseeing $115 billion in combined AUM/AUA. Emigrant Partners crafts tailored, flexible solutions for each of its partner firms, while allowing those partner firms to retain control over their strategy, investment decisions, and day-to-day operations. Emigrant Partners is a subsidiary of Emigrant Bank, which is owned and operated by the Milstein Companies. More information is available at www.emigrantpartners.com.

About Keen Wealth Advisors

Headquartered in Overland Park, KS, Keen Wealth Advisors is an SEC-registered investment advisory firm focused on providing personalized financial planning designed to help people thrive before and during their retirement years.

Keen Wealth Advisors was founded by CEO Bill Keen, a Chartered Retirement Planning Counselor℠ and financial advisor with 34 years of industry experience. Reflecting his passion for educating others, Bill co-hosts the popular “Keen on Retirement” podcast and is the author of Keen on Retirement, Engineering the Second Half of Your Life, a book focused on the steps for building a dynamic financial plan and the psychological and emotional challenges associated with retirement.

For more information, visit www.KeenWealthAdvisors.com.

¹ USA Today’s Best Financial Advisory Firms of 2025, July 16, 2025

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Lucy O’Brien, PRCG
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