For Advisors
A Stable Partner Setting the Keystone to Your Success.
When you partner with Keystone Financial Management, you get a seat at the table. We are a partner with the flexibility to let you set the goals you have for your practice while offering you the guidance and support. For over twenty years, we have empowered hundreds of advisors just like you with robust resources, comprehensive training, nationally recognized coaching, competitive payouts, and the freedom to bring your unique vision to our team.
Backed by the support of Osaic Wealth, Inc., you’ll receive the local and national support you need to thrive as an independent financial advisor. Discover the financial strength and scale associated with a well-recognized and experienced financial services organization that's been around for more than 20 years.
Why Join KFM
Looking for the personal touch of a local broker-dealer without sacrificing the resources of a national firm? Together, Keystone Financial Management and Osaic Wealth, Inc. provide customized support that delivers solutions to encourage growth in your practice. Our advisors bring something new and unique to our organization and our clients. Because of that, we thrive.
Services
Looking for recruitment assistance, compliance support, or one-on-one consulting? Our team of professionals provides these services and more to advisors seeking to grow their impact and their business. With a library of resources, a team of consultants, and the support of a nationally recognized partner, you won’t face obstacles, but opportunities.
About Our Broker-Dealer
Keystone Financial Management is affiliated with Osaic Wealth, Inc., one of the largest networks of independent wealth management partner in the United States. With national backing, advisors like you enjoy access to state-of-the-art technology, personalized service, and broad-based operational support.