Aimee Keeney, MBA, CEPA® serves as a financial advisor to business owners, working professionals, and families. She specializes in comprehensive financial planning and investment management, helping clients make confident decisions about their finances, careers, and long-term goals.
With over a decade of experience in financial services, Aimee advises high-net-worth individuals and business owners on the intentional stewardship of significant wealth. She integrates advanced financial planning, including cash flow modeling, liquidity strategy, risk management, estate and wealth transfer planning, and tax-aware structuring, with disciplined investment management and deep expertise in business succession and exit planning. As a Certified Exit Planning Advisor (CEPA®), she helps business owners align enterprise value with personal and multigenerational goals.
Aimee believes that financial clarity begins with education. She takes a hands-on, practical approach that helps clients understand complex financial decisions and build strategies that support both personal and professional goals. Her work often focuses on helping individuals navigate competing priorities such as career growth, retirement planning, education funding, tax strategy, and family goals.
She is passionate about increasing financial literacy in the community and regularly partners with nonprofit organizations and local associations in Portland to provide educational seminars and workshops. Aimee is particularly committed to supporting women in finance and participates in programs that help women build financial confidence and create a positive path forward.
Outside of work, Aimee enjoys reading, traveling, hiking with her dog, and cheering on her children in their sports activities.