Welcome to the family!
McKee Financial is an Indiana-based, comprehensive financial services firm helping individuals, families, and businesses with their wealth management needs. We ensure that our clients receive outstanding service, and prompt and courteous attention. Our desire is to help others pursue their financial and estate conservation goals by providing the education, products and service to them.
Your goals are our goals.
Making a difference in our clients' lives is the main focus of our practice. We listen to our clients' needs and concerns, and develop a customized financial strategy to properly prepare for their financial futures. Our proactive approach provides our clients with the confidence to work toward reaching their financial goals.
At McKee Financial you will find BOTH--the resources of a large company and the personalized attention you need to establish a plan for financial success.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
C. Brian McKee, RFC®, CKA®
Wealth Management Advisor, Registered Financial Consultant, Certified Kingdom Advisor, Dave Ramsey SmartVestor Pro
David A. Diekmann, MBA
Wealth Management Advisor, Director of Investments
Joshua D. McGlothlin
Wealth Management Advisor
We’re dedicated to guiding you through critical financial decisions—so you’re always aware of how each step aligns with your bigger goals.
Ready to Take the Next Step?
Call: 812-477-8522 | Email: brian@mckeefinancialresources.com