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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.

OUR PHILOSOPHY

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.

OUR SERVICES

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

 

CAPITAL
MANAGEMENT

 

FINANCIAL
PLANNING

 

ESTATE &
ELDER CARE PLANNING

 

RISK
MANAGEMENT

 

OTHER SERVICES

 

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.

OUR CULTURE

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.
OUR HAPPENINGS

Recent News

Today’s Headlines – September 23, 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...

read more
Today’s Headlines – September 23, 2020

Today’s Headlines – September 16, 2020

What is my legacy?  That is a question we all ask ourselves from time to time: What is the shape of our life’s footprint? A legacy is multifaceted. One part of our legacy is the monetary and tangible inheritance we bequeath to our heirs. But it is a mistake to...

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Happy Grandparents Day!!!

Happy Grandparents Day!!!

Happy Grandparents Day...especially to our Kelly Group grandparents, Jodi Davis (with husband Mark and grandchildren Allie (11), Drew (8) and Emme (6 1/2) and Rick Fletcher (with wife Vanessa and granddaughter Rosie (9 months).

read more
CONTACT US

Connect with The Kelly Group

ADDRESS

48-54 East Gordon
Bel Air, Maryland 21014

PHONE

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

EMAIL

Email Us

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Send us a message, or schedule a complimentary initial consultation!