Conshohocken, PA [February 12, 2025] – Financial Independence Planning, LLC (FIP), a leading financial planning firm providing comprehensive wealth management services for clients of all financial backgrounds, has reached a new milestone. To mark its 30th anniversary, the firm is launching a yearlong celebration to recognize the strong foundation it’s built and the hundreds of families the firm proudly serves.
Founded in 1995 by Harry Keller, CEO and Senior Financial Advisor, FIP emerged when total financial planning was still an evolving concept. Keller envisioned a firm built on trust, education, and a holistic approach to wealth management. From humble beginnings in his townhouse basement, Keller partnered with local Chambers of Commerce, offering retirement classes to the community and complimentary financial plans. Keller’s vision quickly gained momentum, and three decades later, FIP has grown into a 15,000-square-foot headquarters, a team of 26 dedicated professionals, and a client base of over 830 households and as of 01/2025, Financial Independence Planning, LLC has over $700 million in assets under administration through Cetera Advisor Networks LLC. Despite this growth, the firm remains true to its core mission: delivering personalized, strategic financial guidance that empowers clients to make informed decisions for their future so they can, Worry Less and Enjoy Life More.
“We are incredibly grateful for the trust our clients have placed in us over the last 30 years,” said Jared Keller, President at FIP and Senior Financial Advisor, “This anniversary is not just about looking back at our achievements but also about reinforcing our commitment to the future—both for our clients and our community.”
At the heart of FIP’s success is the Financial Independence Planning Process®—a unique 8-step approach that ensures clients receive regular financial check-ins, keeping their plans aligned with their goals while building deep, lasting relationships. Leveraging cutting-edge technology, FIP utilizes advanced software that provides a comprehensive view of a client’s entire financial household,
Page 2 of 2
projecting their financial trajectory through every stage of life. This holistic approach provides each client with a personalized strategy tailored to their unique financial goals, offering greater confidence and peace of mind.
A YEAR TO CELEBRATE
As part of its 30th-anniversary celebration, FIP will host special client appreciation events, educational workshops, and community initiatives throughout the year to continue its tradition of excellence while embracing new opportunities to serve and educate the next generation of investors. The firm will also head a year-long charity campaign of fundraising and awareness with Manna on Main Street, a local nonprofit committed to ending hunger in the North Penn region by providing food, fulfilling social service and education needs, and conducting community outreach.
Yearlong celebration plans include:
● Reflective blog posts from Harry Keller and Jared Keller
● Commemorative video interviews highlighting the entire FIP team
● Commemorative video highlighting the founding and story of FIP
● Family-Focused client appreciation day in June
● Client night event celebrating current and past clients, partners, and team members
● A special team celebration in December
Find a complete list of events and details here.
The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC., or its affiliates. Our philanthropic interests are personal to us and not reviewed, sponsored, or approved by Cetera Wealth Services, LLC., or CWM LLC.
