April ICYMI: The Kelly Group’s Financial Focus and Community Impact in Harford County
April brought thoughtful insights, professional growth, and continued commitment to the values that guide our work at The Kelly Group. Whether we’re helping our clients navigate the complex financial markets of today or celebrating the achievements of our team, our focus remains the same: supporting our clients and giving back to our community with clarity, compassion, and care.
Read more to see what The Kelly Group’s been up to this April!
Bryan Kelly on Navigating Market Volatility with Confidence
Co-Founder and Managing Partner Bryan Kelly addressed the current wave of market volatility and shared how The Kelly Group’s long-term financial planning approach helps clients stay steady even in times of uncertainty.
Grounded in our “Town Doctor of Finance” philosophy, Bryan emphasized the importance of blocking out short term noise and focusing on personalized, values-based investment and retirement planning. “While the headlines may be filled with uncertainty,” he noted, “our clients can take comfort in the fact that their plan was built for this. That’s the power of planning—having a strategy in place so that when things shift, you don’t have to.”
With over three decades of experience, his message reminds us that a well-built financial plan isn’t just a safety net—it’s a roadmap that guides our clients towards financial freedom and stability.
Read the full message here.
Congratulations to Zachary Smith on Earning his ChFEBC℠ Designation!
We’re proud to recognize The Kelly Group’s Senior Financial Planner Zachary Smith, CFP, on earning his designation as a Chartered Federal Employee Benefits Consultant (ChFEBC℠).
This certification strengthens Zachary’s ability to serve federal employees and provide them with tailored guidance that fits their specific financial plan. The Kelly Group has a long history of understanding and being dedicated to the unique planning needs of federal employees. With this growing expertise within our firm, we’re even better positioned to help federal employees navigate the tricky ins and outs of federal benefits and retirement planning.
We believe that continued education among our team leads to stronger service – and we’re excited to see Zachary continue to grow as a trusted resource for our clients. Congratulations, Zachary!
Learn more about our approach to federal benefits planning: https://www.kellyria.com/federal-government-benefits-planning
Celebrating Earth Day with Harford County’s Next Generation of Agricultural Leaders
On Friday, April 25th, North Harford High School hosted its annual Earth Day celebration, an event that highlights the vital role that agriculture and horticulture programs play in our community.
Doug Anderson, son of Carrie Anderson, Senior Service and Operations Specialist at The Kelly Group, participated in the event in a very memorable—and educational way. He drove to school on a tractor loaned by a local farmer and family friend, sharing with his classmates how the equipment is used on the farm and its role in farm life.
We are proud to see how the next generation of agricultural leaders are not only embracing Harford County’s rich agriculture history but sharing it with their peers and highlighting the importance of sustainable practices in the future of farming.
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The Kelly Group is the trade name of Kelly Financial Group, LLC, a registered investment adviser with the Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. For more information about our services, please see our Brochure and Relationship Summary, available on the SEC’s website at www.adviserinfo.sec.gov and The Kelly Group’s website at www.kellyria.com. All messages sent and received from this address will be archived by The Kelly Group.