Patti Brennan is consistently ranked one of America’s Top Financial Advisors

Patti Brennan is consistently ranked one of America's Top Financial Advisors
  • Barrons Top 100 Women Advisors 2021
  • Forbes Best-in-State Wealth Advisors 2021
  • Forbes Top Women Wealth Advisors 2021
  • Forbes Top 250 Wealth Advisors 2021
  • barrons-top-100-2020
  • barrons-hall-of-fame-advisor
  • ncbc
  • ft400
  • ft100
  • worth
  • Forbes Top 250 Wealth Advisors 2021

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.

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.
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Latest News

Patti’s Keynote at Forbes Top Advisors Summit October 2021