About Curran and Keegan Financial

Independent Financial Planning, Backed by Industry Leaders

As independent financial advisors, we are beholden to our clients and their best interests. Their short- and long-term financial objectives, personal investment style, and risk tolerance are the only criteria that influence our financial planning and recommendations. We are able to choose from a wide variety of investment structures to suit our clients’ individual needs and goals.

Curran & Keegan Financial


Offering Diversity, Clarity

We bring diverse backgrounds and expertise to the table. Karen Curran is a CERTIFIED FINANCIAL PLANNER™ professional with a focus on long-range financial planning and charitable giving. Molly Keegan is a Certified Public Accountant with a long professional tenure in banking and finance. These individual skill sets complement each other perfectly in our collaborative process and approach. This approach begins with crafting a thorough financial plan for each client that guides the management of investments and becomes the cornerstone for retirement and legacy planning. Our combined experience in financial, tax, and retirement planning;  investment management; and philanthropy allows us to deliver a profound level of personalization and clarity.

Our clients are valued partners in our work. We build dynamic and trusting relationships that allow us to form a refined understanding of your financial needs and goals.

To begin, visit our FAQs and contact us for a private conversation.