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

Nicole Bengel attends Humane Society Soiree

On Friday, November 17th, The Kelly Group was represented at the Second Chance Soiree, a Humane Society of Harford County event, benefiting the Phoenix Fund. The Phoenix Fund provides the necessary funds to offer critical care to the animals brought to the shelter,...

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Happy Thanksgiving from The Kelly Group

  The Kelly Group would like to wish all of our clients and friends a very safe and Happy Thanksgiving holiday. We are grateful for your continued trust in our firm. Our offices will be closed on Thursday and Friday, November 23rd and 24th so that our team can spend...

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Nicole Bengel elected to Humane Society Board

Client Services Director Nicole Bengel was newly elected to the board of directors of the Humane Society of Harford County. An avid dog lover, this position is a perfect fit for Nicole! Pictured (left to right) are Nicole Bengel and Humane Society Executive Director,...

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The Kelly Group goes to the (Harford Chamber) Olympics!

  On November 9th, The Kelly Group once again participated in the annual Harford Chamber Olympics held at The Arena Club hosted by the Chamber’s Young Professionals Committee. Chad Arrington, a member of the Young Professionals Committee, served as a volunteer on the...

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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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