Keystone Financial Management - Advisor Network

Keystone Financial Management - Advisor Network Independence with support, structure, and a team behind you. Going independent shouldn’t mean going it alone. Contact us today to learn more.

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. Strength in Partnership

Keystone Financial Management has been supporting advisors for more than 20 years. We

started in Allentown, Pennsylvania, with a straightforward goal: give advisors the independence to build their own business—with the backing of a team they can count on. Today, that same balance of freedom and support defines who we are. Advisors join us at every stage of their career, from launching their practice to planning succession, and find a partner who stays with them through each step. We are strongly committed to diversity and equal opportunity

For full disclosures please visit our website: www.kfmadvisors.com

CALIFORNIA INSURANCE LICENSE NUMBER 4426725

Happy Birthday, Donna! 🎉Wishing the happiest birthday to one of our absolute favorites!Donna is one of those rare people...
09/02/2026

Happy Birthday, Donna! 🎉

Wishing the happiest birthday to one of our absolute favorites!

Donna is one of those rare people you can simply count on. She’s steady, loyal, thoughtful, and always there when you need her.

There’s something special about having someone in your life who you know will never let you down, and we’re incredibly lucky to have that in Donna.

We hope today you feel just how loved and appreciated you are!
Donna Buchman O'Donnell

We are excited to have members of the Keystone Network attending Osaic's Service Excellence Staff Symposium this week in...
09/01/2026

We are excited to have members of the Keystone Network attending Osaic's Service Excellence Staff Symposium this week in Scottsdale, Arizona.

One of the things we appreciate most about this event is why it exists. The Symposium reflects feedback from advisors, support professionals, and Osaic Councils recognizing just how important the teams behind the scenes are to the success of our practices.
They are the ones navigating platforms, solving problems, improving workflows, supporting clients, keeping practices moving forward and very often, making the complicated look easy.

The Symposium is focused on practical learning, peer connection, and sharing best practices across four key areas: Platform Mastery, Process Excellence, Risk Readiness, and Career & Community Development.

At Keystone Financial Management – Advisor Network, we have always believed that investing in our advisors also means investing in the people who support them every single day.

We are thrilled to see Osaic putting that same belief into action. Creating an entire Symposium dedicated to developing, connecting, and elevating support professionals says a lot about the direction of our partnership and the recognition that great practices aren't built by advisors alone. They're built by great teams.

Osaic’s partnership in helping us strengthen the people behind our practices is shining through, and we couldn't be more excited to have Keystone represented in the room.

There’s a WHY behind our new look. When we set out to evolve the Keystone Financial Management brand, we didn’t want to ...
08/31/2026

There’s a WHY behind our new look.

When we set out to evolve the Keystone Financial Management brand, we didn’t want to create a new logo simply because it was time for something new.

We wanted a mark that meant something.

And every piece of our new logo tells part of the Keystone story.

✱ THE ASTERISK
Represents expertise and specialized knowledge. Our advisors don’t have to know everything or navigate everything alone. Keystone brings together the people, resources and experience to help solve problems and move practices forward.

K — THE LETTER K
This one is simple, but important. It represents our Keystone namesake and the legacy behind it. Our business has evolved tremendously over 25 years, but we will never forget the foundation that got us here.

↗ THE UPWARD ARROW
Represents our next-generation mindset and forward thinking. Growth. Succession. Technology. Practice evolution. Preparing for what’s next instead of simply maintaining what’s always been.

THE HUMAN-LIKE FORM
Maybe the most important piece of all. It represents our dedication to personal connection. Because no matter how much our industry changes, Keystone will always be a people business. Relationships matter. Accessibility matters. Knowing the person on the other end of the phone matters.

Bring all four pieces together, and they form the K in our Keystone Logo

Expertise. Legacy. Forward thinking. Human connection.

It feels new because Keystone is evolving. But it feels like us because the things that matter most haven’t changed.

New look. Same heart. Next chapter.

Welcome to the next generation of Keystone Financial Management.

Time Well Invested.

ADVISOR SQUAD FOR THE WIN!!!! The scoreboard was only a small part of what made the 10th Annual Osaic Charity Softball T...
08/20/2026

ADVISOR SQUAD FOR THE WIN!!!!

The scoreboard was only a small part of what made the 10th Annual Osaic Charity Softball Tournament such a great day.

We got out of the office, spent time with friends and colleagues from across Osaic, shared plenty of laughs (and maybe discovered a few questionable softball skills), most importantly, came together for two incredible organizations through the Osaic Foundation:

Building Homes for Heroes, Inc.& Tunnel to Towers Foundation

Today was a great reminder that Time Well Invested isn’t always spent behind a desk. 💛
Sometimes it’s spent at Battery Park, surrounded by great people, supporting great causes!

Great game, Home Office Crew! Until next year… 🏆

🚐⚾️ Keystone Advisor Squad is en route. Battery Park, here we come! 🗽⚾️The Keystone Squad is officially on the road to B...
08/20/2026

🚐⚾️ Keystone Advisor Squad is en route. Battery Park, here we come! 🗽⚾️

The Keystone Squad is officially on the road to Battery Park for the 10th Annual Osaic Charity Softball Tournament and while we’re heading there for an incredible cause, we’d be lying if we said we weren’t also heading there to take down the Home Office Crew.

Sorry, Home Office… today those Support Cases are going to have to wait. We’ve got runs to score. 😂⚾️

All kidding aside, this is one of those events that reminds us what community is all about. Through the Osaic Foundation, grants will be made to two organizations doing truly meaningful work:
Building Homes for Heroes, Inc. and Tunnel to Towers Foundation

So yes, we’re coming for a win 🏆But more importantly, we’re proud to show up, have some fun with our Osaic community, and support two incredible causes while we’re at it.

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next....
08/11/2026

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next.

We’d like to introduce you to our Time Well Invested Series. Featuring Keystone Financial Management Advisors – sharing their Keystone Experience.

This week, I am so proud to introduce you to Lee Shaffer. With more than 35 years of experience in the financial services industry, Lee Shaffer has guided clients through virtually every market cycle, life transition, and financial challenge imaginable. His depth of experience is matched by a steady, practical approach that helps clients navigate important decisions with confidence.

But long before he became a trusted financial advisor, Lee learned the value of hard work on his family's dairy farm in Selinsgrove, Pennsylvania. As his son Dave describes it, "At a young age, he was driving tractors and milking cows on the family farm, and he's never fully shaken off that farmer mentality." It's that same dawn-to-dusk work ethic that helped Lee build his practice from the ground up and continues to shape the way he serves clients today.

For Lee, a life well lived is built on faith, family, community, and a commitment to serving others - values that have guided him throughout his career and continue to define him today.

Our approach hasn’t changed: real support, honest partnership, and time well invested in you.

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next....
07/27/2026

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next.

Our Time Well Invested Series is here to showcase Keystone Financial Management Advisors – sharing their Keystone Experience.

I am happy to introduce Joseph Porto, of Goodwin Insurance and Wealth Management in Williamsville, NY.

For more than 35 years, Joe Porto has been helping clients turn their goals, dreams, and aspirations into actionable financial plans. What began as a passion for investing during a college internship grew into a lifelong commitment to helping individuals, families, and businesses build and protect their financial futures.

A graduate of the State University of New York at Buffalo with a degree in Economics and Finance, Joe has built his career on a simple philosophy: put clients first, listen carefully, and always be willing to go the extra mile.

Our approach hasn’t changed: real support, honest partnership, and time well invested in you.

Some of the best traditions are the simplest, time with family, gathering with friends, and celebrating the country we c...
07/02/2026

Some of the best traditions are the simplest, time with family, gathering with friends, and celebrating the country we call home.

As you enjoy the holiday weekend, we hope you can slow down, make memories, and spend time with the people who matter most.

Happy Fourth of July from all of us at Keystone Financial Management.

06/30/2026

As we celebrate 25 years of Keystone Financial Management, we’re especially grateful for the chance to support the community over the last 25 years. 💙

Keystone Financial Management was selected as a recipient of a 2026 Osaic Foundation Local Community Grant in support of Nazareth Angel Project. In honor of our 25th anniversary, we also made an additional donation to help further the important work they do for local families.

Our focus has always been on caring for the people and communities around us, and we’re thankful for the opportunity to contribute to an organization that provides comfort, hope, and practical support to those who need it most.

We also appreciate the Osaic Foundation for recognizing the value of local volunteerism and for helping strengthen organizations that make a meaningful difference.

At Keystone Financial Management, Time Well Invested means more than financial planning—it means investing in the people, causes, and communities that make the Lehigh Valley home.

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next....
06/29/2026

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next.

Our Time Well Invested Series is here to showcase Keystone Financial Management Advisors – sharing their Keystone Experience.

Today, I am happy to introduce to you Jonathan LaParl, Financial Advisor at THREESIXTY Wealth & Financial Management, located in Malta, NY.

For Jon, financial planning starts with understanding what matters most to each client. He knows that no two financial journeys are alike, which is why he takes the time to listen, learn, and develop strategies tailored to each individual's goals and aspirations.

With experience spanning retirement planning, investment management, insurance strategies, and estate planning guidance, Jon helps individuals, families, and business owners navigate important financial decisions with confidence. His commitment to lifelong learning is reflected in the professional designations he has earned.

Recognized among the nation's fastest-growing wealth management advisors, Jon remains focused on what he values most, building meaningful relationships and helping clients create financial plans that support the lives they want to live.

Our approach hasn’t changed: real support, honest partnership, and time well invested in you.

Address

112 S. Broad Street
Nazareth, PA
18064

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