Featured in I95 Business, The Kelly Group announces Anika Jones as its newest partner, recognizing her leadership and supporting the firm’s long-term vision.

The Kelly Group welcomes Samantha Perrone as Executive Support and Compliance Associate, where she helps ensure a seamless experience for clients and the team.

Bryan Kelly, Tom Cusick, and Zach Smith attended the Dodge & Cox “Behind the Strategies” conference in San Francisco, reflecting on what nearly a century of disciplined investment stewardship can teach about building a lasting firm.

Anika S. Jones, Esq. has been named Partner at The Kelly Group, recognizing more than 20 years of industry experience and her commitment to stewardship, client care, and helping guide the firm’s long-term vision.

The Kelly Group is proud to announce three well-deserved team promotions! Join us in congratulating Zachary Smith, Lauren Madison, and Kara Gier.

If you missed our December 2 webinar with advisors Chad Arrington, CFP®, and Tom Cusick, CFP®, the full recording is now available to watch on demand.

Learn how the One Big Beautiful Bill Act reshapes tax, estate, and retirement planning in our upcoming webinar with The Kelly Group Partners Chad Arrington and Tom Cusick.

Discover how planned giving can help preserve your values and strengthen your community. Join The Kelly Group and The Historical Society of Harford County on November 14 for an Estate & Legacy Seminar.

Co-founder and Partner Bryan Kelly shares how The Kelly Group’s recognition as one of Maryland’s 2025 Best Companies to Work For reflects a culture of trust, service, and teamwork built to last for generations.

The Kelly Group team was honored to attend the 2025 NAPFA Conference in Washington, DC, where they connected with fellow fee-only professionals to learn and grow.

The Kelly Group is honored to be named one of the Best Companies to Work for in Maryland by The Daily Record!

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 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.

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!

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!