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Kelly Financial Services LLC
Kelly Financial is a Registered Investment Advisor (RIA) focused on senior safe money strategies since 2003. Kelly Financial is an independently owned...
Kelly Financial Services LLC
Kelly Financial is a Registered Investment Advisor (RIA) focused on senior safe money strategies since 2003. Kelly Financial is an independently owned Financial Advisory Firm based in the Greater Boston Area. The firm was founded by William A. Kelly and his wife, Kelly Kelly. In the past 19 years Kelly Financial has specifically focused on bringing together a finely tuned team of professionals, all working to assist clients and families.
General information
Firm type
Multi Family Office
Frequently asked questions
Who founded Kelly Financial Services LLC?
The firm was founded by James E. Kelly, a former Ernst & Young partner and co-founder of Kelly & Associates, a regional accounting and wealth management firm. His background in tax and accounting shapes the firm's investment approach.
Is Kelly Financial Services a single-family or multi-family office?
It operates as a multi-family office, managing wealth for the Kelly family and select outside clients. The number of client families is not publicly disclosed.
What is the investment focus of Kelly Financial Services?
The firm focuses on conservative wealth management with a tax-efficient lens, investing across public equities, fixed income, private real estate, and hedge funds. Capital preservation and income generation are key priorities.
Does Kelly Financial Services publicly disclose AUM or team size?
No, the firm does not publicly report AUM or team size. It maintains a low public profile with no website or LinkedIn presence, making external verification difficult.
Where does the underlying wealth originate?
The wealth originates from James E. Kelly's career as an accountant and partner at Ernst & Young, and from the co-founding of Kelly & Associates. The family office structures wealth for the Kelly family and related parties.
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