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

Arrington attends Federal Reserve Update

Financial advisor, Chad Arrington, attended an economic update focusing on the recent trends and outlook for the U.S. and Maryland economies. The update was held at the Federal Reserve Bank of Richmond Baltimore Branch on January 18, 2017 and presented by Andy Bauer,...

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On January 9th, CPA Lesley Lookingbill and her fellow Harford Family House Board members prepared and served dinner for clients of the non-profit organization.  The clients of Harford Family House, who are homeless Harford County families, are provided with local...

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Office Closed

Our office will be closed on Monday, January 2nd, in observance of the New Year holiday. The Kelly Group Team would like to thank all of our clients for their continued confidence and we look forward to working with you in 2017 and beyond.  From our family to...

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Kelly Group Holiday Closing

The Kelly Group offices will be closed Friday, December 23rd through Monday, December 26th so that our team may spend quality time with their loved ones.  We will reopen on Tuesday, December 27th at 8:30am. From our family to yours, wishing all of our clients and...

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