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.

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

Partner Tom Cusick, CFP®, discusses the recent changes to the 2026 Child Tax Credit.

Congratulations to Zach Smith, CFP®, and his wife Lauren on welcoming their son, Brooks Highland Smith, in August.

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.