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

Bertrand elected to ARC Board

Bertrand elected to ARC Board

On Wednesday June 12th, 2019, Michael Bertrand was elected to the Foundation Board of The Arc Northern Chesapeake Region at their Annual Meeting at Water’s Edge Event Center. The Arc Northern Chesapeake Region works to empower people with differing abilities to live,...

read more
Rick Fletcher graduates HLA

Rick Fletcher graduates HLA

On June 6th, The Kelly Group joined Executive Vice President Rick Fletcher as he graduated as a member of the Harford Leadership Academy class of 2019.  The HLA program, co-sponsored by Harford Community College and the Harford County Chamber of Commerce, is designed...

read more
Golfing for Education

Golfing for Education

On May 30th, The Kelly Group was proud to once again sponsor and participate in the annual Chamber of Commerce Mini Golf Fundraiser.  The event raised $3,600 for the Harford County Education Foundation.  Chad Arrington serves on the Board of Directors of the Harford...

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

Check the background of this investment
professional at FINRA’s BrokerCheck.

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