Learn how the One Big Beautiful Bill Act reshapes tax, estate, and retirement planning in our upcoming webinar with The Kelly Group Partners Chad Arrington and Tom Cusick.

The Kelly Group was proud to sponsor the Harford County Public Library’s Annual Gala: Epic Rewind – Eighties in the Stacks, supporting programs that strengthen our community.

Discover how planned giving can help preserve your values and strengthen your community. Join The Kelly Group and The Historical Society of Harford County on November 14 for an Estate & Legacy Seminar.

The Kelly Group joined community leaders at the Bel Air Annual Awards to celebrate this year’s honorees and their contributions to the Town of Bel Air.

Bryan Kelly was honored by the Bel Air Rotary Club as a Paul Harris Fellow, recognizing his leadership and dedication to serving others throughout the Harford County community.

The Kelly Group is honored to be named the 2025 Harford Award Service Recipient by the Harford County Chamber of Commerce, our second recognition after 2013, celebrating our commitment to clients and community.

The Kelly Group proudly sponsored the Harford Land Trust’s 2025 Party to Preserve at Model Farm in Fallston, MD. Supporting the mission to protect open space and natural resources, our team joined the community in celebration.

Co-founder and Partner Bryan Kelly shares how The Kelly Group’s recognition as one of Maryland’s 2025 Best Companies to Work For reflects a culture of trust, service, and teamwork built to last for generations.

The Kelly Group advisors Jacob Adkins, CFP®, and Quinn Sutker returned to Salisbury University for the Financial Planning Career Day, sharing insights, gratitude, and guidance with students while celebrating the growth of the university’s Financial Planning Program.

At The Kelly Group, exceptional service starts with listening and empathy. Our dedicated service and operations team provides personalized financial strategies and ongoing support, helping clients feel confident, cared for, and understood every step of the way.

Smart retirement income planning goes beyond saving. Join Chad Arrington & Tom Cusick in this webinar to learn strategies that help reduce taxes.

Retirement looks different for everyone. Learn how to turn your vision—whether travel, a second home, or more time for what you love—into a plan that works.

The Kelly Group is honored to be nominated for Best Financial Advisor in this year’s Best Of Harford awards.

What will your legacy say? In this video, Jordan Heaps and Lauren Madison discuss why legacy planning goes far beyond finances, and how The Kelly Group helps families design plans that honor their values, protect loved ones, and adapt to life’s unexpected changes.

From leadership updates to a moving historical reenactment, The Kelly Group was proud to take part in the Historical Society of Harford County’s Annual Meeting on September 21.

The Kelly Group had the honor of participating in a charity baseball game with the Miracle League of Harford County, an organization dedicated to providing opportunities for children and adults with unique abilities.

Our team traveled to Omaha for the Berkshire Hathaway Annual Meeting, gaining insights that reinforce our vision of becoming a 100-year firm.

Community Relations Liaison Katherine V. Kelly discusses how The Kelly Group blends financial stewardship with community impact.

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.

Our team shares one word to describe working at The Kelly Group and what sets us apart as a firm.