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

Supporting Harford County’s At-Risk Youth

On May 19th, The Kelly Group was pleased to once again sponsor and attend the Albert P. Close Foundation’s, “That’s the Spirit” Fundraising Event at Rockfield Manor. The Foundation raises and distributes funds to organizations in Harford County that are helping our...

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The Kelly Group Honors Our Military

On May 18th, The Kelly Group was proud to once again sponsor and attend the 40th Annual Military Appreciation Luncheon at the Richlin Ballroom. Representing the firm were Jodi Davis, Charlie Wolpoff, Michele Wolbert and Lesley...

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Chad golfs for Foundation

Chad Arrington played in the 11th Annual Charlie Riley Community Service Scholarship Foundation golf tournament on May 12th.  The foundation provides financial assistance for post-secondary education to Harford County graduating seniors who are actively involved in...

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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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