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

Kelly and McComas present “The Family Love Letter”

On October 18th, Bryan Kelly of The Kelly Group and Howard McComas of McComas Funeral Homes presented “The Family Love Letter” to a group of local professionals and volunteers who specialize in end of life caregiving. The program is designed to provide families with...

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The Kelly Group supports Harford Family House

On October 13th, The Kelly Group was pleased to sponsor Boots & Bow Ties, an annual Harford Family House fundraising event. This year’s event was held at Swan Harbor Farm in Havre de Grace. Lesley Lookingbill (pictured on the left) is a board member for Harford...

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The Kelly Group attends CPWN fundraiser

    On October 10th, Jodi Davis and Lesley Lookingbill attended the annual CPWN Fashion Show.  The Chesapeake Professional Women’s Network is based in Harford County and provide professional networking opportunities for women professionals throughout...

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TKG attends watershed event

On October 7th, The Kelly Group sponsored a table at the Pig Pick 2017 fundraising event to benefit the Deer Creek Water Shed.  Attending the event were Nicole and Nick Bengel (left) and Jodi and Mark...

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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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Check the background of these investment professionals at FINRA’s BrokerCheck.