# Kelly Financial Group LLC

Kelly Financial Group LLC is a RIA based in Bel Air.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bel Air
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** thekellyfinancialgroup.com

## Regulatory record

- **CRD number:** 282172
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282172

## About

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.

## Sectors

- families, farms and business owners

## People

- 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

## 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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Last updated: 2026-08-11T15:07:12.582Z

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