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Current News

3.9.12: Bryan Kelly Attends Cambridge Premier Club in Scottsdale, Arizona
Click here to read the full news release

3.8.12: The Kelly Group Advisors attend Federal Reserve Update
Click here to read the full news release

2.29.12 : Allison Perdue joins The Kelly Group as Financial Planning Associate

The Kelly Group welcomes Allison Perdue, serving as Financial Planning Associate. Click here to read more about this Virginia Tech alumni and the recent award she received in a national competition regarding America's retirement problem

 

2.6.12 : Governor O'Malley reappoints Bryan E. Kelly to the Harford County Community College Board of Trustees

Governor Martin O'Malley announced appointments to the Harford Community College Board of Trustees and the Anne Arundel School Board Nominating Commission.
Click here to read the announcement
Click here to read Baltimore Sun article

 

2.1.12 : The Kelly Group featured in Harford Magazine

The Kelly Group was spotlighted in the February issue of Harford Magazine, focused on local, family-owned and operated businesses.
Click here to see the two-page spread

 

1.19.12 : The Kelly Group's Wienckowski Among Elite Group at Advanced Financial Planning Conference

Chuck Wienckowski, CPA/PFS, AEP with The Kelly Group gained enhanced education on investments, insurance, tax, estate, retirement and elder planning from some of the world's foremost experts on those issues at the Advanced Personal Financial Planning Conference held January 15-18 in Las Vegas.
Click here to read the full press release

 

12.19.11 : Harford County Public Library Foundation Raises $50,000 for Bel Air Early Literacy Interactive Space

Bill Kelly, as part of the Bel Air Community Foundation, joins community members in presenting a check to the Bel Air library for its Children's Early Literacy Interactive Space campaign.
Click here to read the full article in The Dagger

 

12.1.11 : The Kelly Group honored by Bel Air Economic and Community Development Commission

The Bel Air Economic and Community Development Commission recently honored The Kelly Group with the Archer-Bull Award for the preservation and restoration achievements in the rehabilitation of the historic Proctor House at 54 E. Gordon Street in Bel Air. One of the more notable restoration projects in the state of Maryland this year… Click here to read the full article

Click here to read more in the recent Business News e-newsletter by the Bel Air Department of Economic Development.

 

11.17.11 : The Kelly Group Attends Cambridge National Conference in Atlanta

Click here to read full news release (pdf)

 

10.18.11 : Bryan Kelly speaks to Harvard Graduate School Students

Bryan Kelly recently participated in a lecture and case study for Harvard Graduate School of Education's Master's of Higher Education program. The master's level class on Institutional Advancement was video conferenced from UMBC and featured Bryan who provided his perspective to the Harvard students on his personal obligation as an alumni and a business leader in supporting higher education. As a member of the UMBC Economics Advisory Board and Chairman of the Board of Trustees at Harford Community College, Bryan is dedicated to providing access to higher education for those in our community.

 

10.10.11 : The Kelly Group's Jodi Davis featured as guest speaker at Harford County Public Library's Annual Career Day

Jodi Davis, Financial Advisor at The Kelly Group, recently spoke at the Harford County Public Library's (HCPL) Annual Career Day. The event, held on October 10, 2011, is an annual event for HCPL's 360+ employees and featured Jodi as the motivational speaker. During her presentation, Jodi reviewed five financial/motivational books and discussed the importance of financial planning. Jodi's advice to those who feel that getting control of their finances is a monumental task, "even the little things add up!"

 

6.24.11 : Bryan Kelly reelected as Chair, Harford Community College Board of Trustees

Harford Community College Board of Trustees announced the reelection of Bryan Kelly, managing partner/owner of The Kelly Group, to serve as Chairman of the Board of Trustees. Kelly joined the Board in 2005 and served two years as Vice Chair prior to being elected Chair. Click here to read the full press release.

 

6.9.11 : Lois Kissinger Kelly graduates with the 2011 Class of the Harford Leadership Academy

The Kelly Group is proud to congratulate Lois Kelly on her successful completion of the Harford Leadership Academy. Now in its 21st year, the Academy is a Community Development Program, co-sponsored by Harford Community College and the Harford County Chamber of Commerce. The Academy is designed to promote the development of existing and emerging leaders and to create a committed, involved, and diverse network of leaders in Harford County. More than 700 individuals have completed this outstanding program, including leaders representing the areas of business and industry, education, government and civic organizations.

 

5.20.11 : The Kelly Group presented with the 2011 Maryland Historic Trust Preservation Award

Bill and Bryan Kelly were presented the 2011 Maryland Historic Trust Preservation Award at a recent ceremony held in Annapolis. The pair received the award for the recent restoration project of the Proctor House. The Maryland Preservation Awards are presented annually and honor outstanding achievements in historic preservation, architecture, archaeology, museums, cultural conservation, education, and related fields and represent the best of preservation in Maryland. The Proctor House received the award in Preservation Partnerships, honoring the efforts of Bill, Bryan and local government for saving an important historical structure.

 

5.17.11 : The Kelly Group honored by Harford County Historic Preservation Commission at 16th annual awards presentation

The Kelly Group and Ebeling Noe Associates was honored at the Harford County awards presentation for their sensitive restoration of the Proctor House in Bel Air. The project, which included a thorough and careful restoration of the historic building to retain its 19th century historic fabric was one of the most notable in Maryland. Partners William and Bryan Kelly and architect Marta Noe accepted the awards for their respective firms. Click here to read more of the article by The Dagger.

 

5.12.11 : Bryan Kelly featured in new book, Successful Financial Planners by Allen Duck

The Kelly Group's very own Bryan Kelly is featured in the latest book by Allen Duck entitled, Successful Financial Planners, which delves into the intricacies of financial planning and the importance of working with the right professional.

Description
The old adage goes "If you fail to plan, your plan will fail!" Its obvious but more often than we think we rely on hope and good fortune to get us to our goals, cry foul and seem surprised when bad luck befalls us. Today the need to consider our futures and plan for our retirement is no longer an option, its essential. Add to this the desires we all have for our kids college education, a second home or just less of a mortgage and relying on nothing but fate is simply stupid. Have you read a Social Security statement? You should, it clearly states that the challenge facing social security is immense, after 2041 the legally approved payout will be reduced by approx 27%. Put a $1.00 in and get 73 cents back at retirement – that is not a plan any one should be relying on. In the meantime the pressures are well reported and clearly a problem, taking responsibility for your own affairs is now more relevant than it ever has been and working with a planner just makes sense.

Financial Planners are a distinct group of professionals, they are often skilled in many disciplines, few of which we can truly be expected to understand. In the same way a DIY carpenter knows about wood, he is not a cabinet maker, a DIY investor is not a planner The intricacies and interrelated nature of tax law, investment vehicles, economics and global politics, client situation and time of life all play a part in how ones future could and should be shaped. A financial planner provides the insights required to create the map that confirms where one is in the now, where they desire to be and how long they wish to take in completing the journey. The investing of current assets and future assets from a taxable and tax deferred standpoint, availability of money for emergencies and managing returns against risk tolerance of the individual, all can be accommodated and dealt with, once you have the plan and are committed to it. The professionals who have contributed to this work have varied backgrounds, work in varied types of financial firms and operate different company models. Each has created a career and a company from a founding belief that they can help others meet their goals and protect their assets. Not all of these individuals would be suitable planners for all clients, some have asset minimums, some cater to particular sections of society. The message for clients looking for a relationship with a planner is "Interview more than one firm." If you are considering a career as a planner, and the reasons to do so are many, do not be dissuaded by short periods of extreme hardship and seemingly insurmountable odds.

Read on and learn from the Masters and Mentors – they serve each role in equal measure to their clients as they do their community. This book is available on iPhone, iPad, or iPod touch with iBooks. Click here to learn more.

 

4.7.11 : Bill Kelly named 2011 Five Star Wealth Manager by Baltimore magazine

William S. Kelly, CPA, CFP®, one of the founding partners of The Kelly Group in Bel Air, Maryland was recently named a 2011 Five Star Wealth Manager by “Baltimore” magazine, in its February issue.

The area’s top wealth managers were chosen based on a survey of both high-networth households and financial professionals in the Baltimore area.  Recipients of the survey were asked to evaluate wealth managers based on several criteria including integrity, service and expertise. Read more >>

 

2.21.11 : Jodi Davis named as an Outstanding Past Graduate of the Harford Leadership Academy. Read more >>

 

2.14.11 : The Kelly Group mentioned in Business News from Bel Air: The Heart of Harford

The Kelly Group, a long-time Bel Air financial services and asset management company, has cause for celebration. The company recently merged with Carl Strozyk, a Harford County native and financial services professional. With the new partnership, the Kelly Group has 20 staff members. Read more >>

 

jodi

12.22.10 : Bryan Kelly Graduates from Leadership Maryland Class of 2010

Bryan E. Kelly, CFP®, Partner, The Kelly Group, Bel Air, recently completed an eight-month long leadership development program sponsored by Leadership Maryland.

Leadership Maryland, celebrating its 18th graduating class, honored this Darlington resident, along with fifty statewide classmates at a black-tie reception and banquet held December 7, 2010 at the Renaissance Harborplace Hotel in Baltimore. Read more >>

 

 

 

 

 

chuck

10.14.10 : Chuck Wienckowski joins The Kelly Group as Vice President, Tax and Wealth Management

The Kelly Group enhances its financial planning and tax planning capabilities with the addition of Chuck Wienckowski, CPA/PFS, AEP, serving as Vice President, Tax and Wealth Management. Wienckowski holds many certifications including Certified Public Accountant, Personal Financial Specialist, Accredited Estate Planner and Investment Advisor.
Read more >>