Meet Patti Brennan,
CFP®, CFS®, CEPA®

Founder and CEO

"When love and skill come together, expect a masterpiece." – John Ruskin

From ICU nurse to nationally-ranked financial advisor, Amazon best-selling author, and host of "The Patti Brennan Show" podcast—Patti Brennan's career path has been anything but conventional. Over 30 years ago, she broke the ranks and created a financial advisory model that no one else was offering—one that integrates wisdom and compassion with deep thinking and proactive service. What started as a bold vision in her laundry room has transformed into something that's caught the attention of an entire industry.

As a CFP®, CFS®, and CEPA® with a Georgetown University education, Patti brings more than just technical expertise to the table. She sees the impact of small details in the big picture and translates complex financial concepts into simple, meaningful terms.

At Key Financial, Patti and her team use cutting-edge technology to organize, clarify, and simplify their clients' financial lives. She believes wealth management represents the outcome of a well-executed financial plan that's constantly monitored and adjusted.

Patti’s good judgment has been in high demand, and she has served boards throughout the community, including YMCA of Greater Brandywine, Connect Thru Cancer, and Penn Medicine Chester County Hospital. Her recognition as Ernst & Young's 2023 Entrepreneur of the Year and Forbes rankings (#1 in Pennsylvania and #14 nationally among women advisors in 2025), and Barron’s Hall of Fame reflect Patti and her team's ongoing commitment to excellence.

Balancing life as a wife, mother of four (grandmother of three), and CEO has taught Patti invaluable lessons about finance and psychology. Her husband Ed is also an entrepreneur, making their dinner table conversations a blend of business challenges and family adventures.

In her Amazon best-seller "Am I Going to be Okay? (And is 'Okay' Enough?)" Patti shares insights from her journey, offering actionable financial advice anyone can relate to—regardless of net worth.

On Patti’s pegboard you would see John Ruskin’s quote: "When love and skill come together, expect a masterpiece.". Patti brings this mindset to everything she does.

Key Achievements & Recognitions

• Built Key Financial from startup to managing over $2+ billion in client assets
• Named Forbes #1 Woman Wealth Advisor in Pennsylvania (2023-2025)
• Ranked #14 among Forbes Top Women Wealth Advisors nationwide (2025)
• Inducted into Barron's Hall of Fame (2019)
• Ernst & Young Entrepreneur of the Year Award Winner (2023)
• Amazon Best-Selling Author: "Am I Going to Be Okay? (And is 'Okay' Enough?)"

Get to Know Me