Founded in 1999 by Patti Brennan, Key Financial, Inc. is a fee-only comprehensive wealth management firm based in West Chester, Pennsylvania. The firm operates as a fiduciary, focusing on providing customized financial planning, investment management, retirement planning, and insurance strategies for individuals, families, and business owners. Their mission is to help clients navigate complex financial decisions and achieve their long-term goals through a personalized and strategic approach.

Founded in

United States