Kelly Group

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.

OUR PHILOSOPHY

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.

OUR SERVICES

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”.

RETIREMENT
PLANNING

 

CAPITAL
MANAGEMENT

 

FINANCIAL
PLANNING

 

ESTATE &
ELDER CARE PLANNING

 

RISK
MANAGEMENT

 

OTHER SERVICES

 

Retirement 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.

OUR CULTURE

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.
OUR HAPPENINGS

Recent News

Henninger attends AOF Appreciation Breakfast

Henninger attends AOF Appreciation Breakfast

  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...

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Social Security Strategies

Social Security Strategies

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...

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CONTACT US

Connect with The Kelly Group

ADDRESS

48-54 East Gordon
Bel Air, Maryland 21014

PHONE

410-893-0560 or 800-999-8609
(Fax) 410-838-3287

EMAIL

info@kellygrouponline.com

Check the background of this investment
professional at FINRA’s BrokerCheck.

Send us a message, or schedule a complimentary initial consultation!