Kelly Group

Welcome to Our Firm

We are a Bel Air, Maryland-based financial services firm, founded in 1997, with 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

Using the caring, attentive values of “Norman Rockwell” small town doctor of old, we provide holistic financial planning and wealth management services to our clients.

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

The Kelly Group attends the Harford Awards

The Kelly Group attends the Harford Awards

The Kelly Group’s Nicole Bengel and Rick Fletcher attended the annual Harford County Chamber of Commerce "Harford Awards" on Monday, September 17th at Water’s Edge Event Center.  Nicole sits on the board of directors of the Humane Society of Harford County.  The...

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Kelly CPAs supports Harford Family House

Kelly CPAs supports Harford Family House

On Friday, September 7th, Kelly CPAs and Consultants was a proud sponsor of the Boots & Bow Ties Fundraiser for Harford Family House.  CPA Lesley Lookingbill attended on behalf of the firm.  Lesley serves as treasurer of HFH, a non-profit providing shelter to local...

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Chuck swims for charity

Chuck swims for charity

On August 18th, Chuck Wienckowski participated in the Mermaid Swim, an annual fundraising swim across the Bush River to raise money for the treatment of breast cancer patients at the Kaufman Cancer Center.  The event has raised over $60,000 for the cause with no...

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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!