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

The Kelly Group attends the Harford Awards

  On September 18th, Michele Wolbert, Chad Arrington and Jodi Davis attended the Harford County Chamber of Commerce Annual Harford Awards at Waters Edge Event Center. The event honored five businesses or organizations that exhibited a strong commitment to the local...

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Bertrand attends technology forum

Director of Operations, Michael Bertrand, attended the annual Albridge Forum on Thursday September 14th in Washington D.C.  The event was a technology forum for our performance reporting software designed to showcase market trends and emerging...

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The Kelly Group attends Ignite conference

  On September 13-15, Bryan Kelly, Michele Wolbert and Jodi Davis attended the annual Ignite conference in Dallas, Texas. The conference, held each year by our broker/dealer, Cambridge Investment Research, Inc., was attended by more than 1800 professionals in our...

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The Kelly Group sponsors summer camp transportion

The Kelly Group was proud to be the transportation sponsor for the Wilson Ministry Daycare Center. Each weekday the children were transported from the Center in Darlington to the Y of Central Maryland facility in Abingdon to enjoy their summer programs....

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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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