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 January 5-7, The Kelly Group traveled to Cambridge, Maryland for a semi-annual strategic planning session. The two-day meeting allowed the team time to focus and discuss areas such as new technologies, streamlining processes and efficiencies, leadership, and ways...
On Saturday, December 7th, Operations Manager Kathi Morlock completed the Rehoboth Seashore Half Marathon in Rehoboth Beach and beat her all-time best running time by 4 ½ minutes. Proceeds from the fundraiser benefited The Rehoboth Beach Volunteer Fire Company, Girls...
Congratulations to Rick Fletcher and his wife Vanessa as they became first time grandparents to beautiful Rosie Louise Fletcher. Born to the Fletcher’s son Luke and daughter in law Annie, Rosie arrived on Saturday, November 30th at 4:30pm, She is 19.5 inches long...