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The KELLY Group Newsletters


The Coronavirus and Your Planning

The Kelly Group | Mar 10, 2020

At a time when we are being inundated with information about the Wuhan coronavirus and its effects on world economies and markets, I thought you might be curious about The Kelly Group’s take on all of this from an investment standpoint. Actually, if you’re a long-time client, you can probably already guess what I’m basically going to say. Read more…

Kelly Group

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.













Retirement 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.

Recent News

The Kelly Group part of Haunts in History Tour

The Kelly Group part of Haunts in History Tour

                On October 16, 17, 23 and 24, The Kelly Group was proud to once again participate in the annual Haunts in History Tour of Bel Air.  Financial advisors Jodi Davis and Tom Cusick served as docents, sharing ghostly tales of The Kelly Group’s Proctor House...

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Today’s Headline’s – September 30, 2020

Today’s Headline’s – September 30, 2020

For the past several months, in this space, The Kelly Group has provided some of our perspectives on the challenges we have all been facing since the COVID-19 virus first hit. Our general message has been that we will get through this together, and we must never cease...

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Today’s Headline’s – September 30, 2020

Today’s Headlines – September 23, 2020

There is something reassuring about the arrival of Fall. It is the season nature chooses to announce with its most flamboyant colors, as if it uses this occasion to celebrate the comforting cyclicality of life.  Indeed, there is a security in experiencing predictable...

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Connect with The Kelly Group


48-54 East Gordon
Bel Air, Maryland 21014


410-893-0560 or 800-999-8609
(Fax) 410-838-3287


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