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

The Kelly Group supports Farm Fair

The Kelly Group was proud to once again support this year’s Harford County Farm Fair. We are proud of our long term commitment to the local 4-H and our support of our agricultural community. We send congratulations to all of those young people showing their livestock...

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A Shared Vision

195 BUSINESS - BALTIMORE: AUGUST 2017 - Bryan Kelly and Howard McComas IV - Partner on Family Love Letter Project...

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The Kelly Group hosts industry professionals

On July 17, The Kelly Group hosted several industry professionals at an all-day conference to discuss industry trends and opportunities in the ever-evolving wealth management industry. Reflecting The Kelly Group’s respected standing, our guests traveled significant...

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The Kelly Group supports Harford Community College

The Kelly Group was proud to once again sponsor and participate in the Harford Community College Foundation’s Annual Summer Swing Golf Tournament. The Foundation receives and administers private gifts, bequests and donations to benefit Harford Community College. Bryan...

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A Shared Vision

A Shared Vision

195 BUSINESS - BALTIMORE: AUGUST 2017 - Bryan Kelly and Howard McComas IV - Partner on Family Love Letter Project...

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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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