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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The Kelly Group Happenings

8th Annual Economic Forum

2017 January 19 – The Kelly Group hosted its 8th Annual Economic Forum at Maryland Golf & Country Club.  Nearly 240 clients and guests joined us for a fun filled and educational evening featuring keynote speaker and local economist, Anirban...

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Arrington attends Federal Reserve Update

Financial advisor, Chad Arrington, attended an economic update focusing on the recent trends and outlook for the U.S. and Maryland economies. The update was held at the Federal Reserve Bank of Richmond Baltimore Branch on January 18, 2017 and presented by Andy Bauer,...

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On January 9th, CPA Lesley Lookingbill and her fellow Harford Family House Board members prepared and served dinner for clients of the non-profit organization.  The clients of Harford Family House, who are homeless Harford County families, are provided with local...

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8th Annual Economic Forum

2017 January 19 – The Kelly Group hosted its 8th Annual Economic Forum at Maryland Golf & Country Club.  Nearly 240 clients and guests joined us for a fun filled and educational evening featuring keynote speaker and local economist, Anirban...

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