The Kelly Group Joins Maryland Money Power Day

On Saturday, March 29th, Partner Tom Cusick, CFP®, and Associate Advisor Jacob Adkins, CFP®, had the privilege of joining Maryland’s Money Power Day, offering pro bono financial planning to individuals and families in our community.

At The Kelly Group, we believe financial empowerment should be accessible to all. From budgeting basics to retirement planning, we were honored to share our insights and help others take steps toward a more secure future.

Moments like these remind us not only of the importance of the services we provide our clients and community but also of the many blessings we have in our own lives. Thank you to everyone who joined us at Money Power Day, whether as participants, volunteers, or supporters. Together, we’re building stronger, more financially secure communities.