Our 40 years of combined experience pairs a small-town relationship approach with Wall Street-level expertise.
Find Your Portfolio Risk NumberIndependent, objective advice and guidance
Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. We work with a select number of individuals, families, and businesses that prefer the personalized service and attention of a small independent firm when planning for their financial future.
Watch VideoConsists of setting income and lifestyle goals, evaluation of current and future asset allocations in IRA's, Roth IRA's, 401k, 403b's, and other retirement assets.
Learn MoreOver time individuals tend to invest in the moment. After many years they find investments in serval different companies with multiple investment vehicles.
Learn MoreA complete evaluation of your Life, Health, and Long Term Care needs, including credit ratings, claims paying abilities, cost, and overall benefit of existing policies.
Learn MorePlanning for college for children and grandchildren can be a very stressful and time-consuming event.
Learn MoreWe can create a portfolio that is the better suited to help you work toward your future goals while allowing you to invest within your comfort zone.
Learn MoreWorking with your tax, legal, and financial advisors to develop and help you execute your family and / or personal estate plan.
Learn MoreWe help develop a retirement plan that addresses the needs and goals of the business owner and employees.
Learn MoreWith the help of our LPL Financial Advisors we put goals, priorities and strategies in place for a transition of your solely and / or family owned business.
Learn MoreWith a CERTIFIED FINANCIAL PLANNER™ professional on staff, we will work closely with your CPA and / or Accountant to help minimize your taxes.
Learn MoreThe United States government has changed their employee benefits several times. Do you know what your benefits are?
Learn MoreThe big picture is important. With eMoney, we can help you analyze and identify opportunities for wealth growth.
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My assessment of my relationship with Key Financial and in particular David Morders, has been outstanding. David has done very well managing our funds based upon our risk tolerance and he is very avid about his job/career. The staff at Key Financial have been very courteous, professional and accommodating. Thanks to all for your service.
It is such a pleasure to speak to Key Financial staff. On every call I get the immediate assistance I require. Not to mention that Jason Jennings, my Financial Advisor does a great job with my investment funds. I highly recommend Key Financial for anyone’s investment needs. They will put a smile on your face.
The Key Financial advisors and employees are very personable and helpful in every way. I have been a client since the business opened in 2008. They have always been there with sound financial and personal retirement advice. Now thanks to them, it has turned into wealth management advice. Thank you Key Financial.
Midterm elections often bring uncertainty, headlines, and market volatility. For many investors, political shifts can create concern about how their portfolios may be affected. However, history shows that while elections… Read More