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.
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
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.
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.
Charlie Wolpoff, The Kelly Group’s Director of Financial Planning and Research, traveled to Chicago the week of July 11 to attend the 2018 Morningstar Investment Conference. This annual event provides diverse and cutting-edge insights into developments on financial...read more
On June 3rd, Financial Advisor and CPA, Chuck Wienckowski, completed his fourth “Escape from Alcatraz” triathlon in San Francisco, California. One of 1,570 triathletes, Chuck completed the 1.5 mile swim, 18 mile bike ride and 8 mile run in 5 hours and 10...read more
On May 31st, The Kelly Group sponsored and participated in the annual Harford County Chamber of Commerce mini-golf tournament at Jurassic Golf in Bel Air. The event raises funds for the Chamber’s annual college scholarships which will be awarded later this month. ...read more