Planning with a Purpose

The Chase Keen Wealth Team specializes in personalized comprehensive financial planning, conducting a thorough review of your current situation and creating a plan to help you maximize your potential today and in the future. By guiding you through this process, we will develop a plan and relationship you can trust and have confidence in.

About Us

Chase Keen Wealth Team

Our goal is to provide clients with financial confidence. We believe that everyone has unique circumstances, goals, and priorities, and we want to make sure we create a plan you feel confident in. 

It is vitally important to have a relationship with your advisor based on trust. We build relationships by getting to know our clients, allowing them to know us, and developing a comprehensive financial plan with sound and objective advice.

By taking this approach, our clients feel at ease knowing they have not only defined their goals but have a plan to reach them.

Meet the Team

Learn more about each of the dedicated members of the Chase Keen Wealth Team.

Chase Keen, CFP®

Financial Advisor, Southwestern Investment Group

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Karen Mason

Client Service Associate

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Contact Our Team

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Our Location

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067

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