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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

Today’s Headlines – July 15, 2020

Today’s Headlines – July 15, 2020

The history of our nation teaches us that if we work together there is no limit to what human ingenuity and resourcefulness can accomplish. The evidence is all around us. Strolling through country roads and taking in the invigorating rustic air, I see a team of...

read more
Today’s Headlines – July 15, 2020

Today’s Headlines – July 8, 2020

COVID-19 can’t stop the weather. Neither can we. There’s something reassuring in that. Whatever comes our way, the weather—with its predictable unpredictability, its cycle of seasons, its dramatic extremes—provides a vivid lesson on how to cope with life’s rainy days...

read more
Today’s Headlines – July 15, 2020

Today’s Headlines – July 1, 2020

Throughout our experience battling COVID-19, we have received sage advice from skilled epidemiologists, brilliant economists and wise academics. Now might be a good time to solicit a little wisdom from a more unlikely source—our dog. Dogs, it is said, possess an...

read more

Connect with The Kelly Group


48-54 East Gordon
Bel Air, Maryland 21014


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


Email Us

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