Our Story
Since 1995, FIP has proudly grown in assets while serving hundreds of families. We remain a premier financial planning firm in the tri-state area, distinguished by our unwavering dedication to delivering an exceptional client experience!
The FIP Experience
At Financial Independence Planning (FIP), our goal is to help clients worry less and enjoy life more by providing them with a clear and personalized financial plan for their future. Through strategic collaboration, we strive to build strong, trusted relationships with our clients and their families, empowering them to lead more fulfilling lives.
Our team of experienced advisors and dedicated professionals supports clients in key areas, including investment management, income and asset protection, tax strategies, estate planning, business succession planning, elder care planning, special needs planning, charitable giving, and more. We are committed to delivering regular check-ins and comprehensive guidance to ensure every financial aspect is aligned with their goals.
The firm’s online client collaboration tools enable clients 24/7 secure access and a 360 view through myFIP to their portfolio. The firm also provides educational seminars, a schedule of these events is on www.myfipadvisor.com. Harry Keller, the firm’s CEO and founder was named to the Forbes Best-In-State Wealth Advisors list in 2025, April 2024, April 2023, April 2022 as well as February 2021.
Core Values
Excellent Client Experience
Exceed expectations and turn clients into enthusiastic advocates through superior service and attention.
The Golden Rule
Treat every interaction with the utmost kindness and respect, embodying empathy in all our dealings.
Follow the FIP Process
Ensure a consistent, exceptional experience and operational efficiency by adhering to our established guidelines.
Act for the Greater Good of All
Prioritize client success and team collaboration while making strategic decisions for our long-term prosperity.
Vision
Financial Independence Planning® Vision
Financial Independence Planning, FIP, is one of the premier financial planning firms in the tri-state area. We earn the trust and respect of our clients and peers by consistently delivering high quality, reliable, and accurate financial planning and wealth management advice and service.
Mission
Financial Independence Planning® Mission
Our Mission is to help our clients become Financially Independent by helping them make well-informed financial choices. The Financial Independence Planning Process® is designed to free up our clients’ time from worrying about money so they may enjoy all the things in life that are important to them.
