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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight 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 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

Woman shopping for groceries

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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