Welcome to the Keystone Advisors Network
Your Business.
Backed by Keystone.
Independence with support, structure, and a team behind you.
Going independent shouldn’t mean going it alone. With Keystone Financial Management, advisors have the flexibility to run their business their way—backed by the tools, resources, and expertise to make it easier. From transition and operations to succession and continuity, we help you focus on clients while building the future you want.
Our Services
We remove roadblocks so you can focus on clients and growth.
Transition Support
A proven process for joining Keystone, with hands-on guidance to make your move seamless for both you and your clients.
Operational expertise
Compliance, supervision, and back-office support designed to simplify the day-to-day and keep your business running smoothly.
Community + Network
A like-minded group of advisors who share knowledge, resources, and experience—so you don’t have to solve challenges on your own.
Succession Planning
Structure and guidance for what’s next, whether that means selling, partnering, or protecting the legacy you’ve built.
Our Broker-Dealer
As part of Osaic, one of the largest independent broker-dealers in the U.S., Keystone gives you access to national-scale platforms, technology, and resources — without losing the local partnership and personal support we’re known for.
“For the past 17 years, KFM has been more than a partner—they’ve been an extension of our business. Their support allows us to stay focused on what matters most: our clients and our practice. Whether it’s navigating compliance, staying ahead of industry changes, or advocating on our behalf, KFM is consistently there when it counts. Their reliability and expertise make all the difference.”
Jason Monteagudo, ChFC, CLU, President and CEO
Concierge Financial Management, Coplay, PA
*Non-Compensated endorsement; existing relationship may influence the endorsement; may not be representative of all client experiences; no guarantee of future performance or success.