Helping You Pursue Peace of Mind*
Partner with a
Top-ranked Advisor
Our goal is to help you:
Grow your assets
Retire in comfort
Create generational wealth
About You
You worked hard for your money.
You want to preserve what you worked hard for.
But there are so many confusing signals out there,
you don’t know where to turn.
And you don’t want to devote your life
to worrying about decisions.
You want someone you can believe in,
someone you can trust,
somebody with professional credentials and a record of service.
Someone who will listen and care and look out for you
And help lessen your worry and help preserve your money.
Not someone who promises the moon or gives you a song and dance.
But someone reliable, realistic, and diligent.
That can make all the difference in the world right now
and for the rest of your life.
-Patti Brennan circa 1990
How We Help Protect Your Financial Future
Your financial success is the result of years of hard work and strategic decision-making. Now, it's about making sure your financial future truly serves you. Key Financial is dedicated to revolutionizing financial advice, combining our expertise with genuine care.
Key Financial Planning System
Comprehensive financial planning gives you guidelines, concrete action items, and a workable system that allows you to achieve your goals.
Ongoing Management & 24/7 Access
Your plan receives continuous monitoring with nightly account updates, accessible anytime through your secure private client portal.
Key4Life Planning Process
Many companies offer the same services. We set ourselves apart not by what we do, but how we service our clients.
Schedule A Call Now
Key Financial has been providing Wealth Management advice for over 30 years. Find out how we can help you today by filling out the form below.
THE TIME TO SECURE YOUR FUTURE IS NOW
Don't leave your financial well-being to chance. Patti Brennan's award-winning expertise is available to you through a complimentary, no-obligation consultation. Book today.
Appointment availability with our nationally ranked advisor and her team is limited.
Patti Shares One Big Idea at the Forbes Top Advisors Summit
In 2024, Forbes ranked Patti the #1 Woman in PA, 14th in the Nation, #1 for High-Net-Worth Clients in Eastern PA and is a Barron’s Hall of Fame Advisor. Patti also has the elite distinction as being chosen as an Entrepreneur of the Year for Greater Philadelphia by Ernst and Young. As one of the world’s most prestigious business awards for entrepreneurs, Entrepreneur of the Year has been at the forefront of identifying game-changing business leaders for more than 35 years.