Our Firm


At McKee Financial Resources Inc., we're not just a financial services firm. We're a team of dedicated professionals committed to helping discerning clients navigate their unique financial landscapes.

Our Journey

McKee Financial Resources Inc. is an Indiana-based firm with a rich history of serving clients nationwide. We've grown and evolved, but our commitment to excellence and bespoke service has remained unwavering. We believe in establishing long-term relationships that encourage open and honest communication, forming the cornerstone of our success.

Our Team

Our team is composed of highly qualified professionals, each bringing their unique expertise to the table. Led by C. Brian McKee, RFC®, CKA®. 

Our Values

We operate our business with ethics and integrity. Our shared values guide us in all our decisions and actions, ensuring we deliver a service that matches the high expectations of our clients.

Our Commitment

We listen to your needs and concerns, and develop a customized financial strategy that aligns with your aspirations. Our proactive approach provides you with the confidence to work toward reaching your financial goals.

Let's Get There, Together

Wherever the road of life takes you, we're here to go with you. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. At McKee Financial, you'll benefit from the technology and resources of a large company and the personalized attention you need to establish a plan for financial success.

Tax Resources

Tax Resources

Find forms, explanations, and other tools to help you manage your taxes

Learn more
Our Firm

Our Firm

Years of experience have prepared us to guide you through your life transitions.

Learn more
Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Have a Question?

Thank you!
Oops!