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 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—an event supporting land conservation and community connection.

Join us in welcoming our summer intern, Dylan Martinez, to The Kelly Group!

Please join us in welcoming our summer intern, Quinn Sutker, to The Kelly Group!

The Kelly Group proudly attended the Char Hope Foundations’ Surfing Recovery Corral on June 7th at The Vineyard Farm in Bel Air, MD.

The Kelly Group celebrated Jordan Heaps’ graduation from the Harford Leadership Academy, a program developing leaders across Harford County.

Join us in welcoming the first of our summer interns, William Ruff.

The Kelly Group team joined fellow professionals for a day of insights and industry discussions at the FPA of Maryland Symposium.

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.

Congratulations to Associate Advisor Jacob Adkins, CFP®, and his wife Shannon on the birth of their second child, Adeline.

The Kelly Group was proud to sponsor the Harford County Chamber’s 48th Annual Military Appreciation Event at Aberdeen Proving Ground.

Recently, eight members of The Kelly Group attended the 2025 Berkshire Hathaway Meeting, where Warren Buffett announced his retirement and shared enduring lessons on life and investing.

Join us in welcoming The Kelly Group’s newest Financial Planning Associate, Mike Pirolli!

The Kelly Group was honored to support SARC at their Cinco de Mayo fundraiser, represented by Michele Wolbert and Mike Pirolli.

April was a month of growth and continued dedication to the values that guide our work. From helping clients navigate today’s complex financial landscape to celebrating team milestones, our focus remained on providing thoughtful guidance and giving back to the community with care.

Our recent i95 article details Lauren’s path and the impact she’s making on our community and our firm.

Congratulations to Zach Smith, CFP® on earning his designation as a ChFEBC℠ Professional!

The Kelly Group team proudly attended the exclusive presentation, during which Dr. Andy Bauer discussed current economic trends and Maryland-specific data.

The Kelly Group proudly sponsored Harford Land Trust’s Coffee and Conservation, an event exploring how land conservation can support estate planning, cash flow, and lasting family legacies.