Proud to be named a Forbes Best In State Wealth Management Team

The Kelley Group was proud to be named a Forbes Best-In-State Wealth Management Team in 2024.

Helping you grow more than wealth

Commitment to full customer service

Unbiased, prudent financial advice. Comprehensive, yet understandable guidance. Experience. These are the pillars of the Kelley Group's financial advisory practice. Acting on your behalf and in your best interest is the cornerstone of our practice. Using high standards of ethics and integrity, we provide clients with an independent, objective and personalized approach to their unique financial needs and goals. Focusing on a client-centered approach, we listen and customize a wealth plan to fit your specific objectives. With nearly 150 years of combined capital markets and financial advisory experience, we work with our clients to develop a long-term relationship based on full service and fiduciary trust. Whether you are interested in growing or protecting your assets, or need help with legacy and generational wealth planning, our dedication to your success is fostered by creating a comprehensive plan as the foundation for our vision and guidance. If you would like to learn about ways we can help manage your wealth, reach out today.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Bulletin Board

Meet the team

The Kelley Group is a multi-dimensional practice that serves individuals, families, small businesses, corporations and foundations by cultivating multi-generational, life-long relationships built on the foundation of trust. Our mission is to provide customized wealth management solutions that will guide and motivate clients to implement strategies in order to simplify their lives through thoughtful wealth and investment planning.

Learn more about us

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 | RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more
Disclosures

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Rick Kelley is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, MD, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV. California Insurance License # 4011928.

Don Bryner is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KS, KY, MD, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV. California Insurance License # 4011944.

Beth Hollister is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, MD, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV. California Insurance License # 4260388.

Read additional advisor disclosures.