Keith Osborne

Having worked in this field for over 30 years, I've dedicated myself to advising families and individuals on financial matters. My goal is to help my clients build a secure future and live their best lives with their hard-earned assets. Guiding them through various life events gives them the confidence to pursue their dreams and aspirations.

I've had the privilege of meeting incredible individuals throughout my career and am deeply grateful for the trust they've placed in me. Working with a diverse range of people has been enriching, as I learn something valuable from each interaction. I firmly believe that achieving goals requires discipline, and often, the lifestyle one desires is more within reach than they realize. I encourage my clients to start building the life they truly want now rather than postponing it. By emphasizing the importance of strategic planning and investing, I help them unlock remarkable long-term results.

My investment philosophy centers on prioritizing high-quality assets for long-term growth, while also recognizing the importance of making necessary adjustments in the short and medium term to ensure that the portfolio stays aligned with long-term goals.

On a more personal note, I was born and raised in St. Louis and graduated from Missouri State University in Springfield, MO.  I spent many years in a few large bank trust departments as a Portfolio Manager in Kansas City and St. Louis. I owned a business outside of the financial industry for about 9 years and then re-entered the industry as a Financial Advisor and have remained that for the last 15 years.

I have two wonderful daughters who make me proud every day as they create the lives they want to live. I enjoy most sports but partial to golf, baseball, and hockey.   I also like to tinker on a few classic cars here and there but like driving them more than anything.