Muth Financial, LLC Keith L. Muth, CPA, CFA, CFP®

About

Keith L. Muth

Keith L. Muth provides tax and accounting services through Muth Financial LLC.

Keith co-founded Watch Hill Financial, Inc. which provides fee-based personal finance planning and investment advisory services as part of the Mariner Advisor Independent Network. Visit watchhillfinancial.com for information on comprehensive financial planning and investment advisory and investment management services.

Keith is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), and a Chartered Financial Analyst (CFA). 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.

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.

Professional Designations & Licenses

  • Certified Public Accountant (CPA) - 1982
  • Certified Financial Planner™ Practitioner (CFP™) - 2001
  • Chartered Financial Analyst (CFA) - 2004
  • Completed Personal Financial Specialist program (AICPA) - Non-Active Completed 2001
  • Certified Divorce Financial Analyst program - Completed 2007
  • Investment Fiduciary (AIF™) program - Completed 2010
  • Certified Internal Auditor - 1982
  • General Securities Principal - Series 24 Registered
  • Investment Advisor - Series 65
  • Registered Securities Representative - Series 6, 63, 7, 24 Virginia Lifeand Health Insurance License

Services

  • Litigation Support

  • Expert Witness Testimony

    • Henrico County Circuit Court
    • Chesterfield County Circuit Court
    • Albemarle County Circuit Court
    • Prince Edward County Circuit Court
    • Colonial Heights Circuit Court
    • Circuit Court for the City of Richmond
    • Hanover County Circuit Court
    • Goochland County Circuit Court
    • York County-Poquoson Circuit Court
    • Fairfax County Circuit Court

  • Litigation Support Engagements

    • Present Value Calculations
    • Defined Benefit Pension Distribution Analysis
    • Defined Benefit Pension Distribution Valuation
    • Divorce Settlement Proposal Analysis
    • Property Division Analysis
    • Account Tracing Analysis
    • Stock Option Valuation and Planning
    • Asset Valuation
    • Investment Portfolio Planning
    • Investment Holdings Analysis
    • Life Insurance Contract Analysis
    • Income Tax Return Analysis
    • Asset Equalization Analysis
    • Investment Income Forecasting
    • Sustainable Portfolio Withdrawal Analysis
    • Comprehensive Financial Planning
    • Personal Spending and Budget Analysis
    • Net worth Calculations
    • Net Worth Forecasting
    • Retirement Income Needs Analysis
    • Cash Flow Planning
    • Cash Flow Analysis
    • Alimony & Child Support Needs Analysis
    • Social Security Benefit Planning
    • Asset Allocation Analysis
    • Estate Settlement Analysis
    • Investment Portfolio Analysis and Testimony
    • Pension Valuation
    • Substantially Equal IRA Payment Calculations and Testimony
    • Sustainable Portfolio Withdrawal Evaluation and Testimony
    • Stock Option Valuation and Testimony
    • Estate Settlement and Estate Tax Evaluation