Who We Are
Founded in 1997, Keystone Financial Partners has been serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service. The Keystone Financial Partners team has over 85 years of combined financial planning services experience and feels honored to provide the guidance and oversight to help clients navigate their financial journey with confidence.
Why Keystone?
The word Keystone refers to the central stone on which all else depends. In a structure this stone provides the stability and support from its central placement. We believe the team at Keystone Financial Partners plays an equally important role in the lives of each of their clients. Your financial plan is built around your goals and like the keystone, we are perfectly placed to provide you the support and stability you need as your life and financial situation changes.
When constructing the philosophy behind Keystone Financial Partners, Jim Trull followed the words of Zig Ziglar when he said “You can have everything in life you want, if you will just help other people get what they want.” That is still a guiding principle that we follow till this day.
Our History
