Our Story

Offering Financial Strength & Stability for Nearly 20 Years

Offering Financial Strength & Stability for Nearly 20 Years

Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision.

Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals.

"At the time I founded KFM, we had the foresight to anticipate the changes we felt would be taking place in the industry as our business model evolved toward full independence."

-- Thomas Nikles, ChFC®, President & CEO

By the Numbers

100+ Advisors

Are Proud to Be a Part of KFM

22.5 Years

Is the Advisor Average Tenure

$2.5 Billion

In Assets Under Management

The Best of Both Worlds

The Best of Both Worlds

We are affiliated with Royal Alliance Associates, and part of Advisor Group, one of the largest networks of independent wealth management firms in the country. This partnership allows clients and advisors to enjoy access to state-of-the-art technology and personalized service, giving them the best of both worlds: a local partner with national support.

Are You a Client?

We'll help you achieve your goals, whatever they may be.

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Are You an Advisor?

Get a stable partner to help you set the keystone to your success.

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