Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. McKee Financial wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Qualifications

Our Qualifications

We create strategies tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

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.

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 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.

Meet Our Team

C. Brian McKee, RFC®, CKA®

C. Brian McKee, RFC®, CKA®

Wealth Management Advisor, Registered Financial Consultant, Certified Kingdom Advisor, Dave Ramsey SmartVestor Pro

Cindi Wolf

Cindi Wolf

Director of Operations

812-477-8522

812-477-8521

David A. Diekmann, MBA

David A. Diekmann, MBA

Wealth Management Advisor, Director of Investments

Joshua D. McGlothlin

Joshua D. McGlothlin

Wealth Management Advisor

Deborah Hamrick

Deborah Hamrick

Executive Office Assistant, Para-Planner

812-477-8522

812-477-8521

Bloomington Office

Bloomington Office

1612 S Liberty Drive

Suite A

Bloomington, IN 47403

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Evansville Office

Evansville Office

727 N Cross Pointe Blvd.

Suite C

Evansville, IN 47715

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Indianapolis Office

Indianapolis Office

48 N. Emerson Avenue

Suite 100

Greenwood, IN 46143

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