Keen Insight Group

Specialties

We specialize in providing personal financial planning and asset management to successful families and high net worth individuals.

Independent. The only way we can do our job properly is by being independent advisors, which allows for decision-​making that is objective, honest and personalized for each individual client.

Client-​centered. It is vital for individuals that provide financial advice to act as a fiduciary, and make recommendations that are truly in the client’s best interest.

Right. We believe in doing what is right.

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/​SIPC. Jeff McClenning, CFP, CDMA, and Andrew Crane are registered representatives and investment advisor representatives of SFA which is otherwise unaffiliated with Keen Insight Group. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

History

Established in 1983.

2013 marked the 30^th anniversary of the company now known as the Keen Insight Group. We trace our roots back to the office that William Keen opened when he moved to Georgia in 1983.

Even though the financial markets and our world have experienced tremendous change over that time period, we have always continued to hold true to the foundations of the advice that we give. That foundation is built upon the careful consideration of only making recommendations based upon what we would do if we were in a client’s particular situation.

We thoroughly appreciate the confidence and trust which clients have afforded us as well as the opportunity to continue to provide solid financial planning and investment advice. The next 30 years are sure to bring challenges and opportunities to us all and we have built a company and team of strategic partners that is ready, prepared and energized to take them on.

Meet the Manager

Jeff M.

Manager

Jeff McClenning, CFP®, CDFA™, is a Managing Partner of Keen Insight Group. He has been with the firm since 2005 and is one of the co-​owners. Jeff started his career in the financial services industry in 1994.

Originally from Illinois, he received his Bachelor of Science in Statistics, with a secondary concentration in Economics, from the University of Illinois. He has also earned a Master of Science in Personal Financial Planning from Georgia State University.

He is a Certified Financial Planner® (CFP®) professional and has recently earned the Certified Divorce Financial Analyst™ (CDFA™) designation. He is FINRA Series 7, 66 and 24 registered.

He can often be seen cheering on the Gwinnett Braves at Coolray Field with his wife, Marcell, and coaching his two boys at Bogan Park in Buford.

My bio for those of you with ADD: I am a unique combination of…

…that guy who ruined the curve in math classes

…a fervent financial planning advocate

…a baseball nut