In times of economic uncertainty, having a strong financial plan is essential. Bryan Kelly, Co-Founder and Managing Partner of The Kelly Group, explains how a disciplined, long-term approach can provide stability and keep you on track toward your financial goals.

Retirement is about more than just reaching a savings goal—it’s about creating the life you want. Whether your vision includes travel, a new home, or giving back to your community, a holistic retirement plan ensures your finances align with your future. Learn how The Kelly Group can help you build a strategy for long-term fulfillment.

On Friday, March 7th, The Kelly Group proudly sponsored and attended the 2025 Athena Awards, an event celebrating women leaders who make a difference in our community.

The Kelly Group proudly sponsored and attended the NAACP Harford County Branch Freedom Fund Luncheon on February 17th at the Havre de Grace Community Center.

Is active or passive investing the better strategy? The real key to success isn’t choosing one over the other—it’s staying committed to a disciplined, long-term plan. In this blog, we break down the differences, common pitfalls, and how to build a strategy that aligns with your financial goals.

This month brought exciting opportunities for both our team and the community. From inspiring gatherings to new learning initiatives, we had plenty to celebrate. As we move into March, we are excited to kick off our Spring semester of community college courses in partnership with Harford Community College. Read on to see what The Kelly Group has been up to in February!

With the holiday season behind us, we’re excited to build on our momentum and embrace new opportunities at our firm. This month was particularly exciting, as we celebrated multiple milestones and accomplishments within our Kelly Group family. Continuing into the new year, we look forward to strengthening our connections with our community and remaining committed to giving back. Here’s a look at our highlights from this January!

Happy New Year from The Kelly Group! We’d like to take a moment to thank our amazing community for such a wonderful year. We are honored to serve you and look forward to another year of growth, success, and partnership. Read on to learn more about what The Kelly Group has been up to this Holiday Season!

The Kelly Group would like to extend our heartfelt gratitude to Danny and Gail Jones for their incredibly transformational gift to University of Maryland Upper Chesapeake Health.

It’s the season for gratitude, and we want to take a moment to say “thank you” to our community – both in our firm and in our community at large. So, settle in, grab some of your Thanksgiving leftovers, and check out what The Kelly Group has been up to this November.

Join us in congratulating Lauren Madison for passing the Certified Financial Planner (CFP®) exam! 

On Friday, November 8th, The Kelly Group proudly sponsored and participated in a captivating murder mystery fundraiser dinner organized by CASA (Court Appointed Special Advocates) of Harford County.

The Kelly Group proudly sponsored the Upper Chesapeake Health Foundation’s biennial Starnight Gala, which took place on November 2nd at the stunning Marriott Harbor East in Baltimore.

The Kelly Group congratulates financial advisor Joe Henninger, CFP®, for obtaining his Master’s of Science in Personal Financial Planning.

The Kelly Group proudly sponsored and attended the Harford County Public Library's 20th Annual Gala, Cirque de Magie, on October 26 at the Abingdon Library, helping raise essential funds to support the Library's mission.

Michele Wolbert and Joe Henninger from The Kelly Group attended the Bel Air Annual Awards, which recognize excellence in design, construction, business impact, and community service.

On October 22nd, The Kelly Group attended the 2024 Harford Awards, hosted by the Harford County Chamber of Commerce, celebrating local businesses' achievements. As a past recipient in the service category, The Kelly Group exemplifies excellence in service and community engagement.

The Kelly Group participated in the Annual Bel Air Haunts and History Tour, showcasing the eerie charm of Bel Air. Docents Kara Gier and Tom Cusick shared captivating tales from the haunted history of the 54 East Gordon Street building!

The Kelly Group sponsored and participated in The Highlands School's "Big Event," which included a 5K race, a 1-mile walk, and tournaments in golf, pickleball, and tennis.

The Kelly Group was proud to sponsor and participate in the Greater Bel Air Community Foundation’s Annual Golf Classic on October 7th at Maryland Golf & Country Clubs.