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.
Jodi Davis was selected as one of the featured speakers at the Army Community Service (ACS) Military Saves Conference located at Aberdeen Proving Ground this week. ACS offers a wealth of resources for Soldiers, Families, Reservists, Retirees, and DoD...read more
From February 13 to 16, Bryan Kelly and Rick Fletcher attended the annual Premier Club Conference held by The Kelly Group’s broker/dealer, Cambridge Investment Research Inc. This year, the conference—which is invitation only for...read more
University of Maryland Upper Chesapeake Health (UM UCH) has elected Bryan E. Kelly, CFP®, chair of the board. James M. Harkins has been elected vice-chair; Franklin J. Hajek, CPA, treasurer; and Richard P. Streett, Jr. V.M.D., secretary. They will serve two-year...read more