Welcome to Our Firm
We are a Bel Air, Maryland-based financial services firm, founded in 1997, with a culture of stewardship and a commitment to community.
At The Kelly Group we look beyond the numbers, seeking holistic approaches in helping our clients make smart financial decisions.
At The Kelly Group we look beyond the numbers, seeking a holistic approach in helping our clients make smart financial decisions.
What We Believe
Nothing is more important than family and community. We believe that by providing objective, caring, and wise guidance to our clients, we are helping families to achieve their life’s dreams and our community to prosper.
Wealth Management – For Every Branch of Life
Using the caring, attentive values of “Norman Rockwell” small town doctor of old, we provide holistic financial planning and wealth management services to our clients.
ELDER CARE PLANNING
“Wealth is the ability to fully experience life.” Henry David Thoreau
The Kelly Group places the goal of a financially successful and fulfilling retirement front and center, whatever the client’s stage of life.
The Kelly Group is Committed to
- Developing deep and meaningful client relationships reminiscent of those special relationships the best small-town doctors once formed with their patients;
- Delivering state-of-the-art service;
- Listening to our clients as they communicate their wants, needs, and fears; and
- Providing unwavering support to our community.
These Kelly Group “Olympians” grabbed the second place trophy at the annual Harford County Chamber Olympics held at The Arena Club on November 8th. Our competing athletes were Tom Cusick, Jordan Heaps, Michael Bertrand and Jacob Adkins. Chad Arrington, who sits on...read more
The Kelly Group was the lead sponsor of the 7th annual “Stir up the Dust” fundraiser and 15th anniversary celebration of Chesapeake Therapeutic Riding. The organization, located in Street, Maryland, brings healing and learning to individuals and groups whose minds,...read more
On November 3rd, The Kelly Group sponsored and attended the 2018 Upper Chesapeake Health Foundation Starnight Gala at the Baltimore Marriott Waterfront Hotel. The annual fundraising event helps the Foundation in its mission to support Upper Chesapeake Health...read more