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

The Kelly Group sponsors Summer Swing

The Kelly Group sponsors Summer Swing

    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...

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The Kelly Group meets for team planning session

The Kelly Group meets for team planning session

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...

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Bengel elected as board VP of Humane Society

Bengel elected as board VP of Humane Society

  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...

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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

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