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

41st Annual West Chester Christmas Parade

West Chester Christmas Parade

West Chester Christmas Parade

We were overwhelmed by the abundance of holiday spirit at this year’s 41st Annual West Chester Christmas Parade! It was heartwarming to see the excitement in children’s faces as they met Ollie the Snowman from Frozen and received their special gift. Thank you to our amazing community for taking the time out of their busy holiday season and also to our Key Financial team for helping to spread holiday joy!