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.
On October 14th, The Kelly Group was honored to serve once again as the lead sponsor of the Highlands School Annual Big Event at Maryland Golf & Country Club. The Big Event consists of a golf tournament, a 5K race and a tennis tournament. The Highlands School is...
On October 2nd and October 9th, Charlie Wolpoff and Jodi Davis presented Retirement Realities for Baby Boomers at Harford Community College. The two- session course is for Baby Boomers facing the challenge of how to successfully make it to, and through, retirement. ...
From October 2 - 4, Bryan Kelly (not pictured) and Kathi Morlock (above, right) attended the annual Premier Wealth Management conference in Hershey, PA. The conference, attended by our peers in the mid-Atlantic region, included sessions on compliance, practice...