Client Access


How to Access Your Information


Connect with your accounts so you can review them at your leisure.

MoneyGuide Pro

Interact with our financial planning software to monitor whether you are on course for a successful retirement.

Wealthscape Investor

Access real time information regarding your National Financial account transactions

Client Portal

Share your documents with your advisor team securely and conveniently.

Would you like to schedule a meeting?

To find out more about how The Kelly Group Team can help you define and achieve your financial and life goals, feel free to contact us.
At a complimentary initial consultation, we can explore together whether our stewardship can provide you with the guidance you are seeking.



48-54 East Gordon
Bel Air, Maryland 21014


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


Email Us

Check the background of these investment professionals at FINRA’s BrokerCheck.

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