Keystone Financial Planning, Inc.
Keystone Financial Planning, Inc. is an independent registered investment adviser based in Westlake, Ohio. Founded in 2000, it provides comprehensive financial planning and investment advisory services to individuals, families, and institutions. The firm is registered with the SEC and staffed by a small team of experienced professionals focused on personalized wealth management for clients.
Investment Strategy
Keystone Financial Planning, Inc. employs a disciplined, long-term investment approach tailored to each client's goals and risk tolerance. The firm constructs diversified portfolios using a mix of equities, fixed income, and alternative investments, emphasizing asset allocation, risk management, and tax efficiency. They aim to help clients grow and preserve wealth through prudent investment selection and ongoing portfolio monitoring.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 48.80% | $167.9M | 6,150,754 | $22.51 | $27.30 | -$163.8K |
M MSFT | MICROSOFT CORP | 4.05% | $13.9M | 26,882 | $44.71 | $517.95 | +$552.2K |
C CVX | CHEVRON CORP NEW | 3.54% | $12.2M | 78,550 | $137.52 | $155.29 | +$8.7M |
U USB | US BANCORP DEL | 3.20% | $11.0M | 227,520 | $42.09 | $48.33 | +$641.3K |
V VZ | VERIZON COMMUNICATIONS INC | 3.12% | $10.7M | 244,489 | $50.42 | $43.95 | +$108.8K |