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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©2016 Broadridge Investor Solutions, Inc.

The Kelly Group Happenings

Charlie Wolpoff attends Ignite Conference

Each year Cambridge Research, our broker/dealer, invites its advisors to a very informative and highly inspiring conference, appropriately christened “Ignite”. Charlie Wolpoff, our Director of Financial Planning and Research, represented The Kelly Group at...

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The Kelly Group sponsors Blues Festival

The Kelly Group sponsored and attended the Annual Blues Festival on Saturday, July 23rd at the Steppingstone Farm Museum in Havre de Grace.  Steppingstone is a private, not for profit museum which preserves and interprets the rural heritage of Harford County. ...

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