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.

Partner Tom Cusick, CFP®, and Associate Advisor Jacob Adkins, CFP®, recently attended Maryland Money Power Day on March 29th, providing pro bono financial planning to individuals and families in our community.

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!