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Kelly Financial Group LLC
The Kelly Group specializes in comprehensive financial planning and wealth management. Founded in 1997, the firm has served families, farms, business owners,...
Kelly Financial Group LLC
The Kelly Group specializes in comprehensive financial planning and wealth management. Founded in 1997, the firm has served families, farms, business owners, high-net-worth individuals, and federal government employees for over 25 years. It is registered with the SEC as an investment adviser and acts as a fiduciary. The firm is based in Bel Air, Maryland, and provides holistic planning including investment management, retirement, estate, and succession planning.
General information
Firm type
RIA
Year founded
1997
Location
City
Bel Air
Principals
Bryan E. Kelly
CFP® — Founding Partner
Chad T. Arrington
CFP® — Partner
Tom Cusick
CFP® — Partner
Michele M. Wolbert
Principal, FPQP® — Executive Vice President, Administration
Anika S. Jones
Esq. — Partner
Michael J. Bertrand
Principal, FPQP® — Vice President of Trading, Operations & Portfolio Administration
Charles Wolpoff
Principal, CFP®, JD, LLM, AIF®, ChFEBC℠ — Director of Communications & Research
Rick Fletcher
CFP®, ChFEBC℠ — Executive Vice President, Financial Advisor
Jacob P. Adkins
CFP® — Associate Advisor
Jordan L. Heaps
CFP® — Associate Advisor
Zachary Smith
CFP®, ChFEBC℠ — Associate Advisor
Lauren Madison
CFP® — Senior Financial Planner
Emily Smith — Financial Planning Associate
Candace Clipper
AIF® — Financial Planning Associate
Mike Pirolli
CFP® — Financial Planning Associate
Quinn Sutker — Financial Planning Associate
Caryn Ches
FPQP® — Financial Planning Associate
Will Ruff — Financial Planning Associate
Carrie Anderson
CES™ — Senior Service and Operations Specialist
Julie Shearman
FPQP® — Service and Operations Specialist
Kara Gier — Client Service Specialist
Lauren Plakatoris — Client Service Associate
Isaiah Smith — Portfolio Analyst and Administrative Associate
Katherine V. Kelly — Community Relations Liaison
Samantha Perrone — Executive Support & Compliance Associate
Sector focus
Frequently asked questions
Who are the principals or key decision-makers at Kelly Financial Group?
No principals, executives, or investment professionals at Kelly Financial Group LLC have been identified in public sources. The firm does not maintain a public-facing website or LinkedIn presence.
Has Kelly Financial Group disclosed any investment strategy or portfolio holdings?
No investment strategy, asset-class preferences, or portfolio holdings have been publicly reported for Kelly Financial Group LLC. The firm's deployment activity is not on the record.
Does Kelly Financial Group participate in co-investments or fund commitments?
There is no public record of Kelly Financial Group LLC participating in co-investments, fund commitments, or direct deals. Its investment activity, if any, is not visible in available sources.
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