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It’s All About Family: The Kelly Group

August 2014

Bryan Kelly (left) and his uncle Bill Kelly of The Kelly Group.

Bill Kelly and his nephew Bryan founded The Kelly Group in 1997. The financial services business has the concept of family at its core, focusing on the clients’ goals and dreams for themselves and their families. The Kelly Group develops long-term relationships with clients, which have resulted in the organization evolving into one of Harford County’s most prominent financial service companies. “We want to be a firm where both current and future generations go,” Bryan Kelly says. “We understand the culture of the family.”

Services offered:
• Financial Planning
• Wealth Management
• Estate Planning
• Tax Planning

48-54 East Gordon Street
Bel Air, MD 21014

Advisors & Associates:
William S. (Bill) Kelly, CPA, CFP®
Bryan E. Kelly, MS, CFP®
Susan K. Burchett, Vice President, CPA
Jodi Davis, Vice President, Financial Advisor
Chuck Wienckowski, CPA/PFS, AEP
Chad Arrington, Financial Planner, CFP®
Allison Perdue, Financial Planning Associate
Charles R. Wolpoff, CFP®, JD, LL.M

The Kelly Group

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. The Kelly Group and Cambridge are not affiliated. Cambridge does not provide tax or legal advice or services.

Bill explains that the first meeting with each client is about listening and learning – about the clients’ life story, family and aspirations, in addition to their finances. The advisors begin a collaborative approach to wealth management with a multi-disciplined team whose specialties reflect the client’s goals.

That is just the beginning of a collaborative journey through the advisors’ carefully crafted wealth management approach. “It takes all team members to develop a plan,“ Bill says. “And then the real work begins when we start implementing the plans.” Bill and Bryan welcome the involvement of client family members and strongly encourage two-way communication between the generations to facilitate a constructive process.

KellyGrouplogoThe Kelly Group advisors work with clients on a financial plan and they help clients address changes in circumstances and modify goals when needed. Bryan paints a clear picture: “I want to be today’s Norman Rockwell small town doctor of finance. I want a life-long relationship with my clients.”

Bill notes that the plan’s goals cannot be achieved without the client’s enthusiastic involvement. Emphasizing process and discipline, the advisors say they encourage clients to stay true to their plan. “The portfolio should be diverse enough to meet the client’s objectives, but the client also has to be confident enough not to jump ship at the first sign of trouble,” Bill says.

That is why Bill and Bryan define The Kelly Group’s mission as “helping clients make prudent and wise decisions that help them attain financial security that can support their lifestyle goals.” This mission is accomplished through a team effort, utilizing the full breadth of the advisors’ expertise and guidance to provide such wide-ranging services as capital management, investment planning, retirement and estate planning. “We have the depth of talent to deliver these services to our clients,” Bill says.

Both men are like proud fathers when they talk about their group of 14 full-time and three part-time employees, plus one college intern. “They are sharp and knowledgeable,” Bill says enthusiastically. “These are the people we want to cultivate professionally so this can be a 100-year firm, because I’m certainly not going to be here 100 years from now.”

Bill and Bryan have found that the long term relationships can be valuable to clients in difficult times. Bill cites the financial crisis of 2008-09 as one of his most challenging professional moments . “We held a town hall meeting for our clients so they could ask questions,” he explains. “Instead of the 60 or 70 people we expected, 200 showed up! We found the experience to be one of our proudest moments. We didn’t run away from our clients; we ran to them. We worked to put their minds at ease, simply by being forthright, honest and unflinching in our convictions.”

Both men confirm that The Kelly Group’s sense of stewardship goes beyond clients to the Harford County community. They say they see the community as an extended family, and are committed to helping it prosper. According to Bryan, “We always seek to understand, and to make a difference.” Each employee participates in community organizations that help make that difference. The Kelly Group team can be found supporting such organizations as Boys and Girls Clubs, Rotary Clubs, Upper Chesapeake Health, Harford Friends School, Harford Day School, Harford Community College, Toastmasters, the American Red Cross, local youth athletic teams, and a variety of faith communities and civic organizations.

The Kelly Group was honored as the 2013 Business of the Year in the Services category by the Harford County Chamber of Commerce. I95