Welcome to Our Firm
Since our founding in 1997, 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.
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.
Wealth Management – For Every Branch of Life
Like that “Norman Rockwell” small town doctor of old, we provide holistic service to our clients. Our Wealth Management approach addresses “Every Branch of Life”.
ELDER CARE 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.
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.
The Kelly Group was once again a proud sponsor of the Boys & Girls Clubs of Harford & Cecil Counties’ Annual Youth Celebration held at the HCC Arena on Thursday, April 5th. Attending on behalf of the firm were Nicole Bengel, Michael Bertrand and Michele Wolbert....read more
On February 15th, members of the Kelly Group attended the Harford County Chamber of Commerce Annual Dinner. The keynote speaker was Maryland Lt. Governor, Boyd Rutherford, who spoke at length on the state’s accomplishments in reducing unemployment, incentives to...read more
On Tuesday, February 6, The Kelly Group team members gathered for one of our semi-annual “offsite” meetings in which we address our firm’s long-term strategy and vision. Held at the Maryland Golf and Country Clubs, this “offsite” included a motivating recap of our...read more