Our Acquisitions

Keystone's practice acquisition strategy involves working closely with transitioning management to create a personalized plan of action and structure that accommodates their unique requirements and preferences. The arrangement's configuration and its tax effectiveness will be influenced by the current management's timeline and their chosen exit strategy.


Our Mergers

Have an existing brand and want to keep it? Ask us about our merger options with competitive payouts and keep your own brand or use ours. Whichever you prefer.


Current Openings

Please email us at info@keystonefinancial.us to apply for any positions below!

Experienced Wealth Advisor

  • Competitive transition packages
  • Competitive compensation plans
  • Employer retirement contributions
  • Opportunities for equity in company

Accounting/Financial Planning Assistant

  • Associates Degree Preferred
  • Retirement and Health benefits