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

The Kelly Group at the Farm Fair!

The Kelly Group would like to thank Bryan Kilby of Jones Junction and Henry Holloway of The Mill of Bel Air for purchasing Benjamin Kelly’s pigs at this year’s Farm Fair. The Kelly Group is proud of our long term commitment to the local 4-H and our support of our...

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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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The Kelly Group supports Homeruns for the Homeless

The Kelly Group was a sponsor of the 8th Annual Homeruns for the Homeless on Wednesday, July 20th at Ripken Stadium.  Proceeds from the event went to Harford Family House, the largest provider of transitional housing for homeless families in Harford County.  Pictured...

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Bryan Attends PIMCO Advisory Council

                      For three days beginning June 22, Bryan Kelly visited the Newport Beach, CA headquarters of PIMCO, one of the world’s largest investment managers. Bryan was there to attend both PIMCO’s Advisory Council meeting and their annual due...

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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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