Patti Brennan is ranked as one of America’s
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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.


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Key Financial has been providing Wealth Management advice for over 25 years.
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Latest News

KFI Makes Financial Times’ Top U.S. Financial Advisor’s List for 2016

The Financial Times, this week put out its 2016 FT 400 list of top brokerage-based U.S. financial advisors. Once again, Key Financial Inc.’s President and CEO, Patti Brennan, has made the prestigious list. Click here to read the article (PDF).