Building a 100-Year Firm: Lessons from Omaha
Our team traveled to Omaha for the Berkshire Hathaway Annual Meeting, gaining insights that reinforce our vision of becoming a 100-year firm.
Katherine Kelly Shares Why Community Service is Central to The Kelly Group’s Mission
Community Relations Liaison Katherine V. Kelly discusses how The Kelly Group blends financial stewardship with community impact.
The 2025 National Association of Financial Planners Conference
The Kelly Group team was honored to attend the 2025 NAPFA Conference in Washington, DC, where they connected with fellow fee-only professionals to learn and grow.
The Kelly Group Team Shares What Sets Our Firm Apart
Our team shares one word to describe working at The Kelly Group and what sets us apart as a firm.
Tom Cusick, CFP®, Discusses The One Big Beautiful Act Child Tax Credit Changes
Partner Tom Cusick, CFP®, discusses the recent changes to the 2026 Child Tax Credit.
Zach Smith, CFP®, Welcomes His Second Child, Brooks Highland Smith
Congratulations to Zach Smith, CFP®, and his wife Lauren on welcoming their son, Brooks Highland Smith, in August.
How The One Big Beautiful Bill Could Affect Your Child’s or Grandchild’s College Savings Plan
Recent changes in the One Big Beautiful Act are reshaping education savings and borrowing. From expanded 529 plan uses to new loan limits, families may need to rethink their strategies. Here’s what you need to know.
The Kelly Group Named One of The Best Companies to Work For In Maryland
The Kelly Group is honored to be named one of the Best Companies to Work for in Maryland by The Daily Record!
Supporting Local 4-H Youth At The 2025 Harford County Farm Fair
The Kelly Group recently attended the annual Harford County farm Fair in support of our local 4-H youth. The team had a great day full of cheering on participants and bidding on livestock.
The Kelly Group Attends The Harford Community College Foundation Summer Swing Golf Tournament
The Kelly Group proudly attended the Harford Community College Foundation annual Summer Swing golf event, held at the Maryland Golf & Country Club.
The Kelly Group Proudly Sponsored the Harford Land Trust’s Annual Kayak Poker Run
The Kelly Group proudly sponsored the Harford Land Trust’s Annual Kayak Poker Run—an event supporting land conservation and community connection.
Welcoming Summer Intern, Dylan Martinez, to The Kelly Group!
Join us in welcoming our summer intern, Dylan Martinez, to The Kelly Group!
Welcoming Summer Intern, Quinn Sutker, to The Kelly Group!
Please join us in welcoming our summer intern, Quinn Sutker, to The Kelly Group!
The Kelly Group Attends the Char Hope Foundation Surfing Recovery Corral
The Kelly Group proudly attended the Char Hope Foundations’ Surfing Recovery Corral on June 7th at The Vineyard Farm in Bel Air, MD.
Congratulating Jordan Heaps on His Graduation From the 2025 Harford Leadership Academy
The Kelly Group celebrated Jordan Heaps’ graduation from the Harford Leadership Academy, a program developing leaders across Harford County.
Welcoming Summer Intern William Ruff to The Kelly Group
Join us in welcoming the first of our summer interns, William Ruff.
The Kelly Group Attends the FPA of Maryland Symposium
The Kelly Group team joined fellow professionals for a day of insights and industry discussions at the FPA of Maryland Symposium.
Arc of Northern Chesapeake Region Annual After d’Arc Gala
The Kelly Group was a proud sponsor of the Arc NCR’s 20th Annual After d’Arc Gala—an evening of celebration and community at Water’s Edge.
Jacob Adkins, CFP®, Welcomes His Second Child, Adeline Louise Adkins!
Congratulations to Associate Advisor Jacob Adkins, CFP®, and his wife Shannon on the birth of their second child, Adeline.
The Kelly Group Proudly Sponsors the Harford County Chamber’s Annual Military Event
The Kelly Group was proud to sponsor the Harford County Chamber’s 48th Annual Military Appreciation Event at Aberdeen Proving Ground.