What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Keystone Financial Management

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United States
Nazareth, PA
Keystone Financial Management

Personalized financial planning and investment management for individuals and families, backed by real relationships and clear advice.

For full disclosure, visit our website http://yourkeystoneteam.com

09/02/2026

This week, Coral had the opportunity to attend Osaic’s Service Excellence Staff Symposium in Scottsdale, Arizona — bringing together service professionals to share ideas, solve problems and discover better ways to support the teams and clients they serve.

She came back with new ideas for improving workflows, using our existing technology more effectively, and making sure our team has the resources to work smarter and more efficiently. She also had the opportunity to share feedback with Osaic on the tools we use every day and how they can continue to evolve.

Why does that matter to you?

Because when we work better behind the scenes, we have more time to focus on what matters most — you and the relationships we’ve built with you.

At Keystone, we believe investing in our team is an investment in our clients.

Your time is important. We’re committed to making it time well invested.

08/31/2026

A legacy is more than what you leave behind. It's what you intentionally put in place for the people you love.

After sharing Eric's story about his mom, Gail, we've been thinking a lot about what legacy really means.

The memories.
The values.
The traditions.
The people.

But there's another part of legacy that deserves just as much thought:

The plan.

A will is one of the simplest ways to make your wishes known and help provide clarity for the people you leave behind.

It can help answer important questions:

Who should receive what I've worked hard to build?

Who should make decisions if I can't?

Who will care for the people or things that matter most to me?

What do I want my family to know?

You don't have to be wealthy to have a legacy worth protecting.

You just have to have something—or someone—you care about.

This is your reminder: don't leave the important things to chance.

Your legacy is worth talking about.
And it's worth planning for.

08/26/2026

What does a legacy look like?

Sometimes, it's found in the things that make you stop and remember someone you love.

This year is a meaningful one for our KFM family as we celebrate 25 years of Keystone Financial Management.

It's also been 25 years since Eric lost his mom, Gail.

Her legacy wasn't defined by the things she owned or the money she left behind.

It lives on in the things she loved.

Her love of plants. 🌿
Her appreciation for nature.
Her passion for birding—and even banding hawks. 🦅

Twenty-five years later, those pieces of her still live on through the memories, stories, and moments that bring her to mind.

And maybe that's what legacy really is.

It's the love we share.
The passions we pass along.
The memories that stay with us.
And the little pieces of ourselves that continue to live on in the people we leave behind.

As we reflect on 25 years of KFM, we're also thinking about the legacies that have shaped us and the ones we're creating for the future.

What is something someone you love left behind that still lives on with you today?

08/24/2026

First day of school vibes are officially here! 🍎📚✏️

New backpacks, fresh school supplies, first-day pictures, and maybe a few happy—or emotional—goodbyes at the bus stop. 🥹

To all the students heading back to the classroom, the parents sending them off, and the teachers and school staff ready to welcome them back—here's to a year filled with new friendships, big milestones, learning, and plenty of memories along the way.

Wishing all of our students, teachers, parents, and school staff a happy, healthy, and successful school year! ❤️

08/20/2026

🥎 The Keystone team is off to NYC 🗽 for a great cause!

We’re proud to support the Osaic Foundation’s annual charity softball event at Battery Park, bringing together financial professionals and home office team members for a day of friendly competition, community, and giving back.

Most importantly, the event supports two incredible organizations: Tunnel to Towers Foundation and Building Homes for Heroes, with grants helping further their important missions.

At KFM, we believe Time Well Invested goes beyond the financial plans we create—it’s also about investing our time in the people, communities, and causes that matter.

We’re grateful for the opportunity to step away from the office, come together as a team, and support causes making a meaningful difference in the lives of our nation’s heroes.

Here’s to a little friendly competition, a lot of impact, and Time Well Invested.

08/19/2026

You've met the faces behind your Time Well Invested. 🧡

For our clients, we hope you enjoyed seeing a little more of the people you know and trust. And for those who are just getting to know KFM, we hope you've gotten a glimpse of what makes our team—and our family—special.

At the end of the day, it's the people and relationships that make KFM what it is.

If we haven't met yet, we'd love the opportunity to chat.

Here's to getting to know one another—and making your time well invested!

08/18/2026

Meet Monica. 👋

If you've been following along with KFM lately, you've probably seen a little bit of Monica's work.

From social media and newsletters to events, client touches, and all the creative details in between, Monica helps tell the KFM story and bring our Time Well Invested brand to life.

She's always looking for the next idea, the next way to make something better, or a little way to make the KFM experience more personal.

Swipe through to get to know Monica beyond the work—from her favorite things to how she likes to spend her own time well.

08/12/2026

Meet Coral. 👋

As one of the newest members of the KFM team, Coral has spent the past year getting to know our clients, learning the business, and growing in her role.

She's always willing to jump in where she's needed, brings a positive attitude to the office, and enjoys being part of a team that's focused on helping others.

Swipe through to learn a little more about Coral—from her role at KFM to some of her favorite things outside the office.

We're excited to continue introducing the people behind KFM. Thanks for getting to know us a little better!

08/10/2026

Meet Barb. 👋

If you've ever called our office or stopped by, chances are you've already met Barb.

With her experience and dedication to KFM, Barb plays an important role in supporting our clients and our team each day. She brings a thoughtful approach to her work, a willingness to help, and a commitment to making sure the details are taken care of.

Swipe through to learn more about Barb—from her role at KFM to some of her favorite things outside the office.

We're excited to continue introducing the people behind KFM. Thanks for taking the time to get to know us a little better!

08/07/2026

Meet Joey. 👋

Whether he's helping behind the scenes or working directly with clients, Joey brings a positive attitude, a willingness to help, and a genuine commitment to the families we serve.

At KFM, we believe every person on our team plays an important role in creating the experience our clients know and trust—and Joey is no exception.

Swipe through to learn more about Joey, from his role at KFM to some of his favorite things outside the office and what Time Well Invested means to him.

We're excited to continue introducing the people behind KFM. Thanks for taking the time to get to know us a little better!

Address

112 South Broad Street
Nazareth, PA
18064

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+16105300508

Website

http://yourkeystoneteam.com/

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