Keats, Connelly and Associates is the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; Boynton Beach, Florida; and Detroit, Michigan.

Our Fee-Only* compensation model enables us to maintain our philosophy of promoting our clients' best interests at all times while avoiding any potential conflict of interest with commissions.

Click the appropriate link for a virtual tour of our office - PC format or Mac format.

What's New

12/18/2009	Keats, Connelly and Associates, LLC is pleased to announce that John Rice has joined the CFA Society of South Florida’s Board of Directors
11/10/2009	Workshop on U.S./Canadian Cross-Border Living
10/28/2009	Working Both Sides of the Border

*Fee-Only financial planning firms are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

The Border Guide

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

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Upcoming Workshops

Learn about strategies for Cross-Border Living

2/11/2010 - Cross-Border Living Workshop

Manalapan (Palm Beach), FL

Find a Workshop Near You