Your Experienced Financial Adviser in Bel Air, Maryland
At The Kelly Group, we aim to build a better community, individual by individual.
Long-term Guidance in Wealth Management
We see ourselves in the same light as Norman Rockwell’s small-town doctor—helping to take care of our neighbors and community through every chapter of their lives, from the first years to the golden years and lots in between.
Blending Timeless Values with Modern Technology
Combining everyday values and today’s technology, we provide you and your family with guidance, perspectives and solutions to support you in reaching your goals.
Advice for Generations
With more than 25 years serving the community, our financial advisers are committed to helping our neighbors for generations to come.
Contact The Kelly Group for Holistic Financial Advice
Begin the conversation with one of our experienced financial advisers. Whether you’re planning for retirement, navigating investment options or seeking comprehensive financial guidance, we are here to help.
About & Approach
Learn about our personal, reliable and long-term approach to financial advice. Through collaboration and education, we help empower you to confidently navigate life's financial challenges.
Team
Meet our dedicated financial advisers who offer personalized guidance to families and businesses in Maryland and across America. With over 25 years of service, we are committed to helping through the generations.
Services
Explore our financial planning services designed to support you through every stage of life. From investment management to college planning, retirement planning, estate planning and beyond, we provide holistic support to guide you through a comfortable journey.
Comprehensive Financial Planning Support for Every Life Stage and Situation
Our team brings together a diverse array of specialties and deep knowledge of financial planning. We are here to share insights and knowledge to help you make informed decisions about your financial future—for families, high-net worth individuals, federal government employees, and businesses.
Discover a curated selection of articles, videos, and other resources on a wide range of financial planning topics.
Our 100-Year Commitment to the Harford County Community
See how our long-term outlook helps ensure dependable support for your financial future.