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Bryan Kelly

Posted on Aug 18, 2014 by in Advisors |



My journey is about sharing my passion for helping others. I believe in helping enrich the lives of others, whether they are my clients or members of my community. I am a business builder.

My journey — and The Kelly Group’s journey — is inspired by our vision of the small town doctor of bygone days. Through this vision, our firm has developed a culture that facilitates diligence, passionate empathy, a commitment to community, and a dedication to stewardship.

Who we are: The Kelly Group is located in the Harford County town of Bel Air, Maryland. From its founding in 1997, our firm has provided unparalleled client service and unwavering support to its community. Through the years, our efforts have been recognized with awards such as the Harford County Preservation Project Award for rehabilitating a historic building that we use today for our business1, the Harford County Chamber’s Small Business of the Year Award2, and Harford Magazine’s Best Financial Advisor as part of that publication’s Best of Harford readers’ poll3.

What we do: Our mission is to provide professional, objective advice and guidance through coordinated planning and uncompromising integrity. We provide a variety of services, including comprehensive financial planning, wealth management, capital management, tax planning and preparation, and estate administration.

Why we do it: We do it for family. The attached photo shows my family: my wife, Katherine, and my children, Georgia and Benjamin. All of us at The Kelly Group strive each day to make sure our families can be proud of our mission. We do it for those we consider part of our extended family — our clients. And we do it for the clients’ families, working day-by-day to help each client leave a legacy to their family, not just of financial health and stability, but also of peace of mind.

Bryan Kelly, MS, CFP®, Founding Partner – The Kelly Group

1 Harford County Historic Preservation Commission, 2011.
2, “Local Businesses Honored at Harford County Chamber of Commerce’s Harford Award,” 2013.
3 Harford Magazine, March/April, “Best of Harford Awards,” 2014.

Bryan Kelly, MS, CFP®, Founding Partner – The Kelly Group. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Kelly Group and Cambridge are not affiliated.

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0614