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.

Explore our financial services

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.

Key4Life
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
Questions

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

Key Financial Joins West Chester Christmas Parade

To ring in the New Year, our KFI team began a new tradition at the West Chester Christmas Parade! This year we joined the festivities by setting up a free hot chocolate tent, as a special treat from our very own Financial Elf!!! With nearly 7,000 cups of piping hot cocoa from The West Chester Diner filled, we had quite the night. Special thanks to QVC for sponsoring this wonderful family event!