Keith Mooney

Founder, Wealth Advisor

Keith is a managing partner and Fiduciary at Mooney Lyons Financial Advisors. He focuses on providing wealth management solutions to owners of closely held businesses and wealthy families. Together with his advisors, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Keith holds a BS in Engineering from Purdue University.

Certifications

  • CFP®
  • CEPA
  • CHFC®
  • CLU®

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