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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4pm

Keen & Pocock

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United States
Fairfax, VA
Keen & Pocock

Our mission is simple. You have a vision of the future. Think of us as financial guides, coaching you on the next steps. And we’re here whenever you need us.

It’s our job to help get you there through clearly defined financial strategies that are custom designed to fit your current needs, and your future life goals. Having a plan is an integral component to keeping you focused on what matters most, and your emotions in check. Knowing the plan and how it’s working on your family’s behalf can help you enjoy every step of the way worry-free. We strive to take the complex things and make them simple with a fanatical attention to detail. If you don’t understand everything your money’s up to, we’ll teach you. A good coach will always teach. We want you to have complete peace of mind as you come to understand exactly what we’re doing and how your money is working for you.

******Securities and Advisory Services offered through The Strategic Financial Alliance, Inc., ("SFA") - Member FINRA, SIPC. Advisory Services offered through Strategic Blueprint, LLC and the Strategic Financial Alliance, Inc. Mark Keen, Michael Stevens, Kathryn P. Gustafson, and Lori P. Allison are registered representatives of SFA, and Investment Advisor Representatives of Strategic Blueprint, LLC, both of which are otherwise unaffiliated with Keen & Pocock. Supervisory office (703) 691-9200.

10/27/2026

Financial planning doesn’t have to be scary. At K&P, we help you make sense of the moving pieces - from investments to retirement income and your long-term goals - so you can move forward with greater confidence.

Don’t let uncertainty haunt your financial future. Take control of your financial plan and start planning with purpose.

10/23/2026

A Roth conversion can be particularly worth considering during a year when your taxable income is temporarily lower.

A lower-income year may create an opportunity to convert some traditional retirement savings to a Roth IRA at a potentially lower tax cost. Retirement, a career change, or other income shifts can create these windows—but the right amount depends on your overall tax picture.

10/22/2026

Before making a Roth conversion, consider the tax impact, your future income, and how it fits into your overall retirement plan. A little planning today can make a big difference down the road.

10/20/2026

Thinking about a Roth conversion? 💡 Before you convert, consider the tax impact, your future income, and how it fits into your bigger retirement plan.

10/16/2026

Turning 65? Knowing when to enroll in Medicare can help you avoid unnecessary costs and coverage gaps.

Save this post for the key dates.

10/15/2026

Medicare isn’t just a healthcare decision—it can also affect your retirement income and overall financial plan.
Here’s how Medicare costs can fit into the bigger picture.

10/13/2026

Medicare can be more complicated than it looks — and the decisions you make can impact your retirement plan.

With Open Enrollment approaching, now is a great time to understand your options, deadlines, and how Medicare fits into the bigger picture.

Save this for later & share with someone approaching Medicare age.

10/09/2026

Think of an index like a scorecard. It tracks a specific group of investments so we can see how that group is performing.

You can't invest directly in an index, but you can invest in funds designed to track one—which is where ETFs often come in.

The next time you hear “the S&P 500 was up today,” you'll know exactly what they're talking about.

10/08/2026

ETF doesn’t automatically mean diversified.

Some ETFs offer broad exposure, while others focus on a specific area of the market.

The important question is: Do you know what you’re actually exposed to?

10/06/2026

What is an ETF?

ETFs can offer a simple way to invest in a collection of stocks, bonds, or other assets—all within one investment.

If you’re looking for diversification or want to understand how your investments fit together, an ETF may be worth discussing with your financial advisor.

Address

10300 Eaton Place, Suite 470
Fairfax, VA
22030

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Website

https://www.keenpocock.com/

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