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

We are people you can believe in.

We are people you can trust. We are people with professional credentials and a 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.

broker-check

Meet with the Key Financial Team

Key Financial has been providing Wealth Management advice for over 25 years.
Find out how we can help you today by filling out the form below.

Meet with the Key Financial Team

 

Verification

Latest News

CEO For The Day

Recently, our team at Key Financial hosted our first ever “CEO for the Day”, where a local 12 year old was given the opportunity to shadow our President & CEO, Patti Brennan. The idea first came to Brennan after meeting Wyatt through a special program hosted by the West Chester YMCA called Believe and Achieve. As word spread about CEO for the Day, Investment News took the opportunity to feature our story on the first episode of the series “The Secret Life of a Financial Advisor”.