Keith L. Muth, CFA, CFP® Comprehensive Financial Planning & Investment Management


Keith L. Muth Photograph

Keith L. Muth maintains a personal practice that consists of fee-based personal finance planning and investment advisory services. He was one of only 155 financial advisors world-wide who earned all three of these designations when he completed the CFA program in 2004. Prior to joining the firm, he worked for Trigon Healthcare Inc., where he served as a Senior Vice President and Chief Operating Officer of the small and mid-size business markets. He has held Chief Financial Officer positions in the health insurance, airlines, and manufacturing industries.

Keith graduated from Pennsylvania State University where he received a Bachelor of Science degree in Accounting. He has also done graduate work at the University of Vermont and St. Michael's College in Burlington, Vermont.

In addition, Keith has earned the Personal Finance Specialist designation, the Certified Internal Auditor designation, and the Certified Divorce Financial Analyst designation.

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Our goal is to provide a disciplined approach to investment management. Following a disciplined approach which begins with determining your goals and objectives, reviewing your existing accounts and investments, and evaluating your tolerance for risk; we develop an investment strategy and portfolio design to meet your needs.