McKeown Team

810 Madison Ave Suite 1

Mankato,

MN

56001

About the McKeown Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The McKeown team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help. 

Resources from our team

Filters

Blog

Maximize your Social Security benefits with confidence. Learn 4 essential steps to create a smart claiming strategy—consider timing, income needs, longevity, and spousal benefits.

Blog

For many of us, paying income tax isn't a concern. We work, we earn a salary, an appropriate amount is taken out of our paychecks by our employers, and that's that. We don't think much about it until it's time to file income tax returns every April.

Blog

Understanding capital gains tax is essential for savvy investors. If you're aiming to maximize your returns, you need to know when you'll encounter capital gains taxes and how to deal with them.

Blog

Unlike the legal or medical industries, job titles in the financial industry are a bit more fluid and ambiguous, with the exception of industry certifications (including a CERTIFIED FINANCIAL PLANNER™, known as a CFP® or a Chartered Financial Analyst, commonly referred to as a CFA).

Blog

When considering the unfortunate reality that about 50% of marriages end in divorce, many people who are at or nearing retirement find themselves in the position of figuring out the Social Security benefits they are entitled to as a

Team locations

Mankato, MN
810 Madison Ave Suite 1, Mankato, Minnesota, 56001

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.