A Partnership That Powers Progress
We help independent advisors take back their most valuable resource—time. For decades, we’ve supported advisors in building efficient, scalable, and profitable businesses by removing operational headaches and offering responsive, personalized support. As a second-generation, family-run firm, we’re deeply invested in your success, not just as a professional, but as a person. You’re never just a number here.
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.
Our Broker-Dealer
Built Around You—Not the Bottom Line
No two practices are the same—and neither is our approach. Our advisor-centric model gives you the flexibility to run your business your way, backed by experienced professionals who understand what it takes to build and sustain an independent practice. We offer hands-on guidance in every stage of your journey: from transition and operations to marketing and succession planning.
Our Technology Advantage
Seamless Integration
From onboarding to daily operations, our tech stack is designed to streamline workflows—so you can spend less time managing systems and more time serving clients.
Scalable Solutions
We partner with top industry providers to offer technology that grows with you—adapting to the size, scope, and complexity of your business.
Personalized Support
Our team provides direct training and triage for your technology needs, ensuring you and your staff are confident in the platforms you use.
Culture That Sets Us Apart
At KFM, you’re part of something personal. Our advisors often describe us as a family—and it’s not just a figure of speech. We believe success is shared, and we’ve built a culture that fosters connection, celebrates milestones, and encourages collaboration across our network. From peer groups and firm-wide meetings to one-on-one mentorship, we provide spaces to exchange ideas, learn from others, and strengthen your business in the process. Because when you’re surrounded by people who care about your growth, it’s easier to reach what’s next.
One of the best decisions I’ve ever made.” When I began planning my retirement, I needed a partner I could trust with my clients and legacy. Keystone Financial Management and Quantum Financial Management exceeded every expectation. From seamless client transitions to unwavering support, their team treated my business with care, integrity, and professionalism. I only wish I had joined them sooner. If you are considering succession or seeking a new affiliation, I highly recommend Keystone Financial. No regrets - just results.”
Paul Blow, Retired Financial Advisor
38 Years Experience
*Endorsement is provided by a retired financial professional