Welcome to Our Firm
Since our founding in 1997, 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
Like that “Norman Rockwell” small town doctor of old, we provide holistic service to our clients. Our Wealth Management approach addresses “Every Branch of Life”.
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 May 17th, Financial Planning Associate, Joe Henninger, attended the Annual Academy of Finance Appreciation Breakfast. The event honored the board of directors and business and internship partners of The Edgewood Academy of Finance. Joe sits on the Academy’s...read more
The Kelly Group was once again a proud table sponsor of the 2018 Harford County Chamber of Commerce Military Appreciation Luncheon. Attending on behalf of the firm were (left to right) Chad Arrington, Michael Bertrand, Jodi Davis, Nicole Bengel, Chuck...read more
Financial advisor Jodi M. Davis once again presented her Social Security Strategies for Baby Boomers at Harford Community College on Wednesday, May 9th. The class, part of a series that Jodi teaches at the college and throughout the community, focused on the social...read more