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

Memory Switch Client Event with Matthew Goerke

The next meeting in our popular series of corporate events will be held on October 9th at the Desmond Hotel, featuring Memory Expert Matthew Goerke. Matthew is nationally regarded as an expert in the field of memory development, and has worked with such well known speakers as Zig Ziglar, Tony Robbins and Ed Forman. He offers practical techniques that will help boost your memory of important information from meetings, to-do lists and written material. No matter your age or where you are in your professional career, we are confident that you will walk away with several ideas on how a more powerful memory will help you be more effective and reduce stress.

Please RSVP by September 29th by calling our offices at (610) 429-9050 or emailing or As always, we welcome any guest you would like to bring that you feel may benefit from this information. Light refreshments will be served. We look forward to seeing you!