Patti Brennan is ranked as one of America’s Top Financial Advisors and seen in:

Patti Brennan is ranked as one of America’s
Top Financial Advisors and seen in:

Our team of professionals is nationally ranked with an exemplary record of service.

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Key Financial
Planning System

Financial planning gives you guidelines, concrete action items, and a workable system that allows you to achieve your objectives.

Ongoing Planning &
Portfolio Management

We monitor your financial plan on an ongoing basis and update your accounts nightly. Your financial information is always available to you on your own secure, private website.

Planning Process

Many companies offer the same services. We set ourselves apart not by what we do, but how we service our clients.

Frequently Asked

Answers to frequently asked questions and concerns about financial planning, our company and systems.


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Key Financial has been providing Wealth Management advice for over 25 years.
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Latest News

New York Times Best Selling Author, Amy Bloom joins Patti Brennan for a “Night with the Author”

All are invited to join Patti and the rest of the Key Financial team on Thursday, September 6th, at the Desmond Hotel in Malvern, PA at 6:00 PM. Patti will sit with NY Times Best Selling Author, Amy Bloom as she discusses her recently released novel, White Houses. Amy will talk about a revealing time in American history as detailed in an unexpected story line during the Roosevelt White House. It is a personal story – why should it become public? Personal, as well as public history matters…and Amy will share why.

In addition to several award winning bestsellers, Amy has also published many stories in top selling publications such as Oprah Magazine, The New Yorker and The Atlantic Monthly. She is the Shapiro-Silverberg Professor of Creative Writing at Wesleyan University, as well as a former professor at Yale University.

The evening will begin at 6:00 PM with light hors d’oeuvres and refreshments. This promises to be a thought provoking evening! Please RSVP to Bernadette Hunter by calling (610) 429-9050 and as always, feel free to bring a friend.