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
Financial planning gives you guidelines, concrete action items, and a workable system that allows you to achieve your objectives.
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.
Many companies offer the same services. We set ourselves apart not by what we do, but how we service our clients.
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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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”.