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 Friday, May 3, 2019, Director of Client Services, Nicole Bengel, and her husband, Nick attended the 15th Annual Bow Wow Boogie at the Richlin Ballroom benefiting the Harford County Humane Society. The Bow Wow Boogie is a bull & oyster roast to raise funds...read more
The Kelly Group was a proud sponsor and participant of the SARC “Walk A Mile In Her Shoes” fundraiser held on Saturday, April 27th on the streets of Bel Air. The annual event helps raise funds and community awareness of the causes, effects and remedies for sexual...read more