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 September 13, Rick Fletcher and Charlie Wolpoff attended an Investment Forum in New York hosted by Davis Advisors, one of the strategists The Kelly Group uses in its investment portfolios. Attending forums such as this is a vital part of our due diligence...
On September 5th, Nicole Bengel, Director of Client Service, participated in the 5th annual Putts Fore Paws golf tournament, benefiting the Humane Society of Harford County. The tournament was held at Bulle Rock Golf Course in Havre de Grace. More than...
The Kelly Group is proud to be a long-time supporter of the Harford County 4H. For several years, Bryan and Katherine Kelly’s children Georgia and Ben were members and participated in the annual Harford County Farm Fair. This year, we were pleased to purchase Brooke...