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.  .

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.

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.

The Kelly Group Happenings

Wienckowski attends PFP Summit

On January 8 – 10, 2018, Chuck Wienckowski attended the 2018 AICPA Personal Financial Planning Summit in Rancho Palos Verdes, CA. The event is a gathering of industry leaders and experts providing an opportunity for learning and discussion concerning the ever-changing...

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The Kelly Group Christmas Closing

  The Kelly Group offices will be closed on Friday, December 22nd and Monday December 25th so that we may celebrate the holiday with our families. We will reopen on Tuesday, December 26th at 8:30am. Our entire team wishes you and your loved ones a very joyous and...

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The Kelly Groups welcomes Roy J. Meyers and his clients

  On December 5th, The Kelly Group held a meet and greet event for more than 100 clients of Roy Meyers and Associates, Ltd. at The Maryland Golf and Country Clubs.  A long-time friend of Bryan and Bill Kelly, Roy has incorporated The Kelly Group into his succession...

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13th Annual Harford County Library Foundation Gala

The Kelly Group was a proud headlining sponsor, and Bryan and Katherine Kelly were the honorary co-chairs of the 13th Annual Harford County Library Foundation Gala, “La La Library”.  The event, held on November 4th at the Abingdon Library, raised over $100,000 to...

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A Shared Vision

A Shared Vision

195 BUSINESS - BALTIMORE: AUGUST 2017 - Bryan Kelly and Howard McComas IV - Partner on Family Love Letter Project...

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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.