At Whole Wealth Management, your financial plan is built and managed by two people – not a rotating cast of associates. Jeff and Lynda know your name, your goals, and your history, and that continuity is what makes personalized, accountable planning possible.
Jeffrey W. Keefe, AIF®
Senior Financial Advisor, Founding Principal
For more than 30 years, Jeff has helped individuals and families balance their finances with the life they actually want to live. After 13 years as an American Express Financial Advisor, he founded Whole Wealth Management in 2006 with a clear vision: deliver industry-leading advice and genuinely unmatched service to every client.
Jeff holds the Accredited Investment Fiduciary® (AIF®) designation, reflecting a formal commitment to fiduciary best practices in how client assets are managed. Over his career, he was named a Five Star Wealth Manager for fourteen consecutive years, an award representing less than 2% of wealth managers in New Hampshire, and received the 2015 Women’s Choice Award® for Financial Advisors and Firms, recognizing his work with female and couple clients. He was also featured in USA Today for that commitment.
Jeff is passionate about helping clients pursue and enjoy real financial well-being – a belief that shaped both the firm’s founding and the way it operates today. Learn more about his community leadership on our Community Involvement page.
Lynda A. Moores, FPQP®
Financial Paraplanner, Client Relations Manager
Lynda brings deep operational knowledge and close attention to detail to every client relationship. She facilitates the transition of new client accounts and financial information to the firm. She also works closely with Jeff to develop and implement each client’s financial plan.
Lynda also assists clients with financial planning questions and service requests. In addition, she ensures the office runs smoothly and stays fully compliant with regulatory standards. She earned her Associate of Science degree in Education from Ashworth College. She also holds the FPQP® (Financial Paraplanner Qualified Professional™) designation from the College for Financial Planning.
Before joining the firm, Lynda and her husband were Whole Wealth Management clients for several years. That experience gave her a client’s-eye view of the process. As a result, she knows how to anticipate client needs today. This helps her create a genuinely personal, productive experience for every client.
A Team You Can Actually Reach
Because Whole Wealth Management works with a deliberately select group of clients, Jeff and Lynda can give each relationship the time it deserves. You’ll always know exactly who manages your finances, and you can reach them directly when you need to. That accessibility is a large part of why the firm maintains a nearly 100% client retention rate.
Let’s Talk About Your Financial Well-Being
Jeff and Lynda bring integrity, accountability, and expertise to every client relationship. You’ll always know exactly who manages your finances. You’ll also know exactly how to reach them when questions come up. Let’s start a conversation about what genuine financial well-being looks like for you.
“Wealth is the Ability to Fully Experience Life.”
– Henry David Thoreau
