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. He is also a Notary Public in the state of New Hampshire. 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
Since 2011, Lynda has been bringing 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. Lynda also holds the FPQP® (Financial Paraplanner Qualified Professional®) designation from the College for Financial Planning. She is also a Notary Public in the state of New Hampshire.
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. So whatever you’re planning for, you’ll work with a team that already knows you. Learn more about our approach, or let’s start a conversation about what financial well-being looks like for you.
“Wealth is the Ability to Fully Experience Life.”
– Henry David Thoreau
*The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.
