Financial Planning, Wealth Management and Portfolio Management is our business. Our approach is simple: We apply financial strategies with wisdom and care customized just for you and the people you care about most – now and for the rest of your life.

For nearly four decades, Patti Brennan has revolutionized financial advice by combining deep expertise with genuine compassion. We don't just manage wealth, we drive results. Our technology organizes your complete financial picture, providing crystal-clear direction and to help simplify your financial life. Your wealth management represents the outcome of your well-built and executed financial plan—one that is constantly monitored and adjusted as you reach each milestone.

Important Disclosures: https://keyfinancialinc.com/disclosure/

Key Financial, Inc.

Org chart

Teams

Offices