Financial Planning for Your Life’s Journey
Dedicated to protecting and growing your wealth, our experienced wealth management team in Bel Air, Maryland, prioritizes your unique objectives from the outset and throughout our partnership. That means we base our investment strategies squarely on what you want to accomplish, and we go from there.
The Kelly Group is registered with the Securities and Exchange Commission as an investment adviser and has a fiduciary obligation to focus on your goals and invest in your best interest. We invest alongside you, sharing common goals and strategies, and we invest independently from our fees.
We take a holistic and dynamic view of your wealth, looking at both the big picture and small details to help build your well-being throughout all your milestones and life stages. And as stewards of your wealth, we aim to mitigate any undue risks so that you can gain more control over your destiny.
Tailored Financial Solutions
To help you meet your goals and your family to prosper, we provide personalized planning and wealth management services.
Financial Planning Services
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We tailor a comprehensive financial plan based on in-depth conversations about your situation, guiding both you and our team in making informed investment decisions.
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We guide you through college costs, savings and investment options from an early stage, helping you consider various education funding options and develop strategies within your long-term financial plan.
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Our Chartered Federal Employee Benefits Consultant professionals help you navigate retirement decisions to maximize your benefits.
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We offer tailored insights on Social Security and Medicare, providing healthcare and retirement income strategies customized to align with your goals.
Wealth Management Services
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With your financial plan as a guide, we develop an investment strategy aligned with your needs and goals. As an independent registered investment adviser, we act in your best interest.
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We collaborate to define your retirement vision and your financial plan, aligning them seamlessly for success.
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We facilitate important conversations about your estate and legacy, guiding you through holistic planning to help leave a legacy you are proud of.
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We guide you in understanding and navigating various risks, including market fluctuations, disability, loss of income and premature death, to help minimize their impact on your financial plan.
Specialized Financial Consulting
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Together we explore how you can contribute to causes that matter most to you, providing strategies for impactful giving and maximizing benefits for you and your family.
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We help ensure a smooth transition of your business to the next generation with strategic guidance and personalized solutions to safeguard your legacy.
Goals to Growth: Our Financial Planning Process
From initial goal-setting to regular reviews, we work with you to help ensure your financial plan remains aligned with your ever-changing circumstances and ambitions.
