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

The Family Love Letter travels to Cecil County

The Kelly Group presented: Writing the Family Love Letter: How to Create Your Greatest Legacy at the Chesapeake Golf Bay Club at Rising Sun on Tuesday, September 20th.   With thought-provoking stories of families in crisis, Bryan Kelly spoke about the benefits of...

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Kelly and Arrington attend FPA Conference

Financial advisors Bill Kelly, CPA, CFP® and Chad Arrington, CFP® attended the Financial Planning Association national conference held on September 14-16 in Baltimore, Maryland. This conference (which is held in different locations around the country each year)...

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The Kelly Group attends Special Forum

On September 14th, Bryan Kelly, Michael Bertrand, and Charlie Wolpoff attended a special forum in Baltimore for Cambridge advisors. The forum focused on DOL rules set to transform our industry in 2017. As part of the forum, Charlie was invited to participate on a...

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The Kelly Group holds Strategic Planning Session

The Kelly Group held its semi-annual firm offsite meeting on Monday, September 12, 2016 at the Kaufman Cancer Center, in its Streett Conference Room. After a briefing on some of the medical community’s current initiatives in the local community by Ken Ferrara, Vice...

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