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Rochester Hills

Keith Barr

CFP®, ChFC®, CLU®

Senior Wealth Advisor

1055 South Blvd E, Suite 230
Rochester Hills, MI 48307

Keith Barr

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Keith Barr

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • ChFC® – Chartered Financial Consultant®
  • CLU® – Chartered Life Underwriter®

About Keith

For more than 30 years, Keith has been dedicated to helping individuals, families, and small business owners achieve their financial goals through sound planning and investment management solutions. He has extensive experience guiding individuals through their transition into retirement and mapping out the financial considerations to ensure they can retire comfortably. When working with clients, Keith covers all aspects of financial planning to help them make decisions that support their goals.

What he loves the most is having the ability to make a positive impact on his clients’ lives and work alongside them over many years, through all the twists and turns of life.

Keith and his wife, Michelle, live in Metamora with their five children. In his spare time, you can find him doing all his favorite activities with family, including cooking a meal together, enjoying the great outdoors, and tinkering at their old house built in 1853. They are also active members of their local church.

Education and Professional Milestones

- Grand Valley State University - bachelor of business administration in accounting

- Joined Focus Partners in 2023 through the firm’s LifePlan Financial Advisory Group

- Began his career in an advisory role at a national firm specializing in comprehensive financial planning

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