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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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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.

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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 RBC Insured Deposits and RBC Cash Plus, cash sweep options that provide competitive interest rates. Visit RBC Insured Deposits rates and RBC Cash Plus interest rates to find our current rates. 

Latest Insights

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No free rein: The realities of U.S. presidential power

Aug 26, 2024 | Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

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