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.
On October 13th, The Kelly Group was honored to again sponsor and attend the Harford County Public Library Foundation’s annual “An Evening in the Stacks” gala. The proceeds for this fundraising event support the library’s various programs and resources. Attending on...read more
The Kelly Group was once again the premier sponsor of The Highlands School’s “Big Event”, a day long fundraising event including golf, tennis, a 5k and pickle ball. The money raised will go a long way towards the Highlands School’s mission to empower children with...read more
From September 12 – 14, Bryan Kelly, Michael Bertrand and Kathi Morlock attended the annual Premier Wealth Management conference in Hershey, PA. The conference, attended by our peers in the mid-Atlantic region, included sessions on compliance, practice management,...read more