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The Keystone Financial Alliance

The Keystone Financial Alliance

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  • Beyond financial planning

    We are a transition planning group helping clients make decisions about life before making decisions about money.

     

  • Beyond financial planning

    By helping you examine the underlying emotions that likely drive your attitudes about money, together we can create a master plan that accounts for every aspect of your life.

     

  • Beyond financial planning

    Helping people utilize money as a proper resource rather than a driving force in their life.

     

   

Why KFA?

We bring clarity to your life and financial goals so you understand what you need to do

to enjoy today, tomorrow, and your future.

Morris Henderson, CFP®

Certified Financial Planner™ Professional

Founding Partner

With an emphasis on linking his clients' personal aspirations with their financial goals, Morris strives to maintain a "family office" atmosphere designed to promote a successful, customized and comprehensive plan for each client. Since 1972, he has provided financial counseling and advice for a variety of needs.
 

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Brian Henderson, CFP®

Certified Financial Planner™ Professional

Managing Partner

Born and raised in Cobb County, Brian Henderson is a graduate of Auburn University with a degree in finance. Following graduation, he assisted clients at American Express Financial Advisors and Merrill Lynch until joining The Keystone Financial Alliance in 2002.

 

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Leslie West

Chief Operating Officer

Leslie West joined The Keystone Financial Alliance in 2015 and has nearly 20 years of financial services industry experience in the areas of client management and retention. She also has a great deal of experience in the areas of investment and securities compliance, banking and insurance as well as all phases of operations, staffing and marketing.

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OUR SERVICES

Addressing needs beyond asset allocation and rates of return.

 

Life Transition Planning

Life transition can be complex. It is not just about the money, it is about your life. We help you adapt to the changes in your life so the challenging parts are manageable and the easy parts are enjoyable.

 

Comprehensive Wealth Management

Whether wealth arrives predictably or suddenly, many families find financial decision making a challenge. We help your family meet the challenge through educated decision making and guidance.

 

Investment Advisory

Individualized investment advice and investment strategies tailored to the client’s specific needs. Each portfolio is designed to meet a particular investment goal, suitable to the client’s circumstances.

 

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Contact Us

We’re easy to talk to and look forward to helping you create your master plan.
 

Phone: 404.260.0710

Email: info@mykfa.com

Address: 

3350 Riverwood Pkwy SE, Suite 2200
Atlanta, Georgia 30339
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This site is published for residents of the United States only. The site owner may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

 

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