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 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.

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 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.

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.

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.

March was a meaningful month for The Kelly Group, marked by reflection, celebration, and community engagement. From honoring Maryland's rich history to supporting women leaders in our community, we remained grounded in our core mission: serving others with compassion, integrity, and dedication.

On Friday, March 7th, The Kelly Group proudly sponsored and attended the 2025 Athena Awards, an event celebrating women leaders who make a difference in our community.

The Kelly Group proudly sponsored and attended the NAACP Harford County Branch Freedom Fund Luncheon on February 17th at the Havre de Grace Community Center.

This month brought exciting opportunities for both our team and the community. From inspiring gatherings to new learning initiatives, we had plenty to celebrate. As we move into March, we are excited to kick off our Spring semester of community college courses in partnership with Harford Community College. Read on to see what The Kelly Group has been up to in February!

With the holiday season behind us, we’re excited to build on our momentum and embrace new opportunities at our firm. This month was particularly exciting, as we celebrated multiple milestones and accomplishments within our Kelly Group family. Continuing into the new year, we look forward to strengthening our connections with our community and remaining committed to giving back. Here’s a look at our highlights from this January!

Happy New Year from The Kelly Group! We’d like to take a moment to thank our amazing community for such a wonderful year. We are honored to serve you and look forward to another year of growth, success, and partnership. Read on to learn more about what The Kelly Group has been up to this Holiday Season!

The Kelly Group would like to extend our heartfelt gratitude to Danny and Gail Jones for their incredibly transformational gift to University of Maryland Upper Chesapeake Health.

It’s the season for gratitude, and we want to take a moment to say “thank you” to our community – both in our firm and in our community at large. So, settle in, grab some of your Thanksgiving leftovers, and check out what The Kelly Group has been up to this November.

On Friday, November 8th, The Kelly Group proudly sponsored and participated in a captivating murder mystery fundraiser dinner organized by CASA (Court Appointed Special Advocates) of Harford County.