A complete list of active advisors currently associated with Key Financial, Inc.

Warmer can help you find a great advisor at Key Financial, Inc. or one who fits your needs even better.

Key Financial, Inc. provides comprehensive financial planning and both discretionary and non‑discretionary portfolio management for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, 401(k) sponsors, charitable organizations and other business entities. The firm delivers an initial Phase One financial plan and an ongoing Phase Two advisory relationship (KAS Accounts) and also offers retirement plan services and trust referrals through Pershing’s Trust Network. KFI’s investment approach emphasizes long‑term, asset‑allocation-driven portfolios grounded in Modern Portfolio Theory, implemented principally with diversified mutual funds and ETFs and a buy‑and‑hold philosophy. The firm combines planning and portfolio monitoring, using its KAS discretionary accounts custodied at Pershing/Osaic Wealth, eMoney account aggregation, and selected AI tools to review and rebalance client allocations while explicitly treating cash as an asset class. Notable differences from many peers include that some KFI representatives operate in dual roles as registered representatives of Osaic Wealth and may implement recommendations on a commission basis (including potential 12b‑1 and insurance commissions), a conflict the firm discloses. KFI also conducts educational seminars and client events (sometimes supported by mutual fund or annuity sponsors), provides ERISA trustee and participant‑directed retirement plan services, and documents policies and risks related to clients borrowing against custodial assets (pledged‑asset loans).

To learn more about the advisors currently working at Key Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.