ICYMI: The Kelly Group in the Community in March
March was a meaningful month for The Kelly Group, marked by reflection, celebration, and community engagement. From honoring Maryland's rich history to supporting women leaders in our community, we remained grounded in our core mission: serving others with compassion, integrity, and dedication.
Read on to see what The Kelly Group has been up to this month!
Bryan Kelly on Maintaining Financial Stability in Uncertain Times
In a constantly evolving financial landscape, stability can feel elusive. Co-Founder and Managing Partner Bryan Kelly shares his perspective on how individuals and families can remain grounded amid economic uncertainty.
Drawing on decades of experience and The Kelly Group’s foundational “Town Doctor of Finance” approach, Bryan discusses how a well-structured financial plan – focused on long-term goals and a disciplined strategy – can help you stay the course, block out the noise, and keep your financial future in clear view, even when the world feels unpredictable.
Honoring Women Leaders at the 2025 Athena Awards
On March 8th, The Kelly Group was proud to sponsor and attend the 2025 Athena Awards, a celebration of leadership, mentorship, and service. Held at Waters Edge Event Center, the event recognized outstanding women in our community who are making an impact through professional excellence and actively assisting others in realizing their full leadership potential.
The Kelly Group remains committed to supporting initiatives that align closely with our values and our belief in lifting others and creating opportunities for shared success. It was a joy to gather with fellow community leaders and honor the incredible women shaping the future of Harford County.
Congratulations to all of the accomplished nominees and winners!
The Kelly Group Celebrates Maryland Day
The Kelly Group team was proud to celebrate Maryland Day on March 25th with some of our favorite Maryland gear!
Maryland Day is a celebration of the place that’s shaped who we are as a firm. From the Chesapeake Bay to Main Street Bel Air, we’re proud to be rooted in a community known for its generosity and spirit.
At The Kelly Group, we’re honored to serve Maryland families and support initiatives that benefit our community. Happy Maryland Day!
Join Us for Our Upcoming Community College Courses
If you couldn’t attend our March courses at Harford Community College, don’t worry – you have another opportunity to join us in June.
Medicare Planning for Baby Boomers: Learn how to navigate Medicare, avoid potentially costly traps, and know when and how to enroll.
Date: June 25th from 6 – 8 PM
Social Security Strategies for a Healthy Retirement: Learn key filing rules and benefit planning strategies, including when and how to file to maximize benefits.
Date: June 11th from 6 – 8 PM
Register here: https://www.harford.edu/academics/noncredit-registration.php
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The Kelly Group is the trade name of Kelly Financial Group, LLC, a registered investment adviser with the Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. For more information about our services, please see our Brochure and Relationship Summary, available on the SEC’s website at www.adviserinfo.sec.gov and The Kelly Group’s website at www.kellyria.com. All messages sent and received from this address will be archived by The Kelly Group.