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Donald A Keeney

Cahaba Wealth Management, Inc.

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About Donald A Keeney

Donald Keeney is a financial advisor with Cahaba Wealth Management, Inc. Donald holds the Certified Financial Planner and Chartered Financial Analyst designations and is a Registered Investment Advisor (RIA) in Tennessee. Donald has been working in the financial services industry since June 2011. Donald focuses on financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Donald Keeney is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Keeney’s Registration & Firm History

TN

08/18/2021 - Present

Cahaba Wealth Management, Inc. (NASHVILLE TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald A Keeney.
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