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

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... read more

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... read more

How do you quiet the “noise”?

The Kelly Group hosted an educational seminar for clients and friends at Maryland Golf & Country Club. Keynote speaker Brian Casey of American Funds talked about the importance of adhering to a goal-based, long-term investment strategy and why it’s important... read more

Bryan Kelly speaks at Upper Chesapeake Health

On May 24th, Bryan Kelly was invited by the Upper Chesapeake Health Foundation to speak to its board members and volunteers on Kelly Total Wealth…a program that emphasizes the importance of comprehensive planning including planning for the ultimate legacy: your... read more

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... read more

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