Wealth Management

Money is a means to an end. Proper wealth management means building and using your financial resources intelligently to help you achieve your most precious desires: buying a home, raising a family, educating your children, enjoying a comfortable retirement, and leaving a legacy you can be proud of.  .
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Capital Management

As stewards of your financial assets, we adhere to a disciplined investment process while focusing on your specific needs. Avoiding the gimmicks and passions of the day, we stay true to core, time-tested investing principles.
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CPA and Consulting

Consistent with The Kelly Group’s holistic approach, our knowledgeable and experienced CPA team seeks to understand your particular circumstances when providing tax and consulting services. For individuals, business owners, and non-profits, we address the complex issues so that you can find comfort and stay focused on what’s most important to you.
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The Kelly Group Happenings

Bryan Kelly meets with Cambridge Top Execs

From June 11-14, Bryan Kelly met with top executives of Cambridge Investment Research, Inc.--The Kelly Group’s Registered Investment Advisor-- to discuss challenges and opportunities posed by significant recent developments in the financial services industry. Among...

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Pomp and Circumstance

  More milestones for our Kelly Group family. Miranda Bengel (daughter of Director of Client Services, Nicole Bengel and her husband Nick) graduated from Bel Air High School and Ryan Bertrand (Son of Director of Operations, Michael Bertrand and his wife Denise),...

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Kathi completes 10 Miler Race

Kathi Morlock and her daughter Amy completed the Baltimore 10 Miler on June 3rd. The race is a challenging scenic course that drew over 5000 runners this year. The proceeds from the race benefited several local charitable organizations including the American Diabetes...

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8th Annual Economic Forum

2017 January 19 – The Kelly Group hosted its 8th Annual Economic Forum at Maryland Golf & Country Club.  Nearly 240 clients and guests joined us for a fun filled and educational evening featuring keynote speaker and local economist, Anirban...

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Check the background of these investment professionals at FINRA’s BrokerCheck.