Welcome to O'Keefe Investment Management!

We are an independent financial planning firm specializing in your retirement saving and retirement income planning. We work with individuals, employers, and retirement plan sponsors. We provide customized investment advice to help you plan for and reach your own unique financial goals.

On this site, you can access your account, get up-to-date information about the financial markets, and view resources to help you become a more knowledgeable investor. 

If you are not currently acquainted with us, please see the About Us and Our Services pages to see what it means to work with a completely independent financial advisor. We welcome you to use the tools and resources available on our site. If you would like to learn more about us or our process, please call or e-mail us to schedule a meeting. We would love to meet you!

Tom O'Keefe            tpo@okeefeinvest.com

David Anderson      dave@okeefeinvest.com   


Featured Content: Latest Article and Market Commentaries

Key Points in the President's 2015 Budget Proposal: The budget's more of a presidential "wish list" but could still impact America's wealthy and middle class.

View the Featured Article


Last Updated: 04/21/14




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