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

Jodi Davis speaks at Upper Chesapeake Medical Center

Jodi Davis of The Kelly Group was invited to give a presentation on “The Five Financial Mistakes Most People Make” to volunteers and staff of Upper Chesapeake Medical Center. Jodi also teaches a course on this and several other financial planning related topics at...

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Military honored

On May 19th, The Kelly Group sponsored and attended the Harford County Chamber of Commerce Annual Military Luncheon at the Richlin Ballroom.  Jodi Davis, Michele Wolbert and Charlie Wolpoff were on hand to witness the awards presented to the 2016 Military Family of...

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Helping at-risk youth in our community

The Kelly Group sponsored and attended the Close Foundation’s 2nd Annual “That’s the Spirit” Fundraiser at Rockfield Manor. The Foundation raises money help at-risk youth in our local community. Michele Wolbert sits on the Close Foundation...

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Military honored

On May 19th, The Kelly Group sponsored and attended the Harford County Chamber of Commerce Annual Military Luncheon at the Richlin Ballroom.  Jodi Davis, Michele Wolbert and Charlie Wolpoff were on hand to witness the awards presented to the 2016 Military Family of...

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