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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…
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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.
There is something reassuring about the arrival of Fall. It is the season nature chooses to announce with its most flamboyant colors, as if it uses this occasion to celebrate the comforting cyclicality of life. Indeed, there is a security in experiencing predictable...
What is my legacy? That is a question we all ask ourselves from time to time: What is the shape of our life’s footprint? A legacy is multifaceted. One part of our legacy is the monetary and tangible inheritance we bequeath to our heirs. But it is a mistake to...