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 places second in “Olympics”

The Kelly Group places second in “Olympics”

These Kelly Group “Olympians” grabbed the second place trophy at the annual Harford County Chamber Olympics held at The Arena Club on November 8th.   Our competing athletes were Tom Cusick, Jordan Heaps, Michael Bertrand and Jacob Adkins.  Chad Arrington, who sits on...

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“Stirring Up The Dust!”

“Stirring Up The Dust!”

The Kelly Group was the lead sponsor of the 7th annual “Stir up the Dust” fundraiser and 15th anniversary celebration of Chesapeake Therapeutic Riding.  The organization, located in Street, Maryland, brings healing and learning to individuals and groups whose minds,...

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Supporting Upper Chesapeake Health Foundation

Supporting Upper Chesapeake Health Foundation

      On November 3rd, The Kelly Group sponsored and attended the 2018 Upper Chesapeake Health Foundation Starnight Gala at the Baltimore Marriott Waterfront Hotel.  The annual fundraising event helps the Foundation in its mission to support Upper Chesapeake Health...

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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!