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.

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.


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.

Latest News

Patti Brennan Conducts “Communicating with Clients” Session at eMoney Summit

Key Financial has been recognized as one of the Best Financial Planning Firms in the nation. Patti was asked to conduct a breakout session at the eMoney Summit where she outlined “Best Practices” in communicating with clients. She believes it is important for clients to know she and her team are working behind the scenes at all times for her clients, but never to assume that they know that. “You have to show them by reaching out”, Patti explains. Investment News interviewed Patti as she emphasizes the importance of being available to clients in a way that they like to be communicated with – whether it is through snail mail, email, social media or video; with timely “game day” communications during crisis.