Patti Brennan is consistently ranked one of America’s Top Financial Advisors
Over 30 years ago, Patti “broke the ranks” and decided to create a business model that integrates wisdom and compassion with deep thinking and proactive service to give us a powerful business advantage. Initially, we flew under the radar, until the changes we made compounded to the point where an entire industry has noticed. At Key Financial, we use technology to organize a client’s financial affairs, clarify the direction you’re headed, and simplify your lives. It’s a partnership that increases the number of good decisions made. We believe wealth management represents the outcome of a financial plan well executed, and one that is constantly monitored and changed as each milestone is met.
Our goal is to help you:
Grow your assets
Retire in comfort
Create generational wealth
Nationally Ranked Patti Brennan and her team of professionals have an exemplary record of service.
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.
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Key Financial has been providing Wealth Management advice for over 30 years. Find out how we can help you today by filling out the form below.
Patti’s shares One Big Idea at the Forbes Top Advisors Summit October 2021
In 2023, Forbes ranked Patti the #1 Woman in PA, 12th in the Nation, #1 for High-Net-Worth Clients in Eastern PA and is a Barron’s Hall of Fame Advisor. Patti also has the elite distinction as being chosen as an Entrepreneur of the Year for Greater Philadelphia by Ernst and Young. As one of the world’s most prestigious business awards for entrepreneurs, Entrepreneur of the Year has been at the forefront of identifying game-changing business leaders for more than 35 years.