Insight Advisors
46yrs
Top advisor by experience in Newtown
12yrs
Keith Ehinger has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Newtown, Pennsylvania. Keith has been with LRI Investments since 2024. LRI Investments offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 192 advisors with offices in Newtown, and one of 171 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office109 Pheasant Run, Newtown, PA 18940
FirmLRI Investments
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.98 million
Advisors at the firm24
States licensed ?1 state
Services through LRI Investments
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLRI InvestmentsCurrent firm
Questions to ask Keith
Tailored to Keith’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call LRI Investments at (561) 323-2265 and ask for Keith Ehinger. Keith works from the Newtown, PA office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
LRI Investments reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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