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 Monday, July 22, The Kelly Group sponsored and participated in the Harford Community College Foundation’s Summer Swing Golf Tournament which raises funds to provide much needed scholarships to our local youth. We are proud to have supported the event...read more
On Friday, July 19th, The Kelly Group met at the historic Brown Donaldson Mansion for our semi-annual offsite strategic planning session. These sessions allow our team quality time to present on relevant financial planning topics and discuss how to better serve our...read more
Nicole Bengel, Director of Client Service, was recently elected for a two year term as Vice President of the Humane Society of Harford County Board of Directors. Her term begins July 1st. Nicole has been on the Humane Society board since November 2017. HSHC...read more