The Kelly Group - Financial Planning and Wealth Management Revenue
Financial Services • 
Bel Air, Maryland, United States • 21-50 Employees
The Kelly Group - Financial Planning and Wealth Management revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Key Contact at The Kelly Group - Financial Planning and Wealth Management
Rick Fletcher
Executive Vice President
Company overview
| Headquarters | 48-54 East Gordon Street, Bel Air, MD 21014, US |
| Phone number | +14108383287 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Charitable Planning, Wealth Management, College Planning, Retirement Planning, Financial Planning, Estate Planning, Legacy Planning, Federal Benefits, Risk Management Planning, Social Security/Medicare Planning, Federal Gov'T. Benefits Planning |
| Founded | 1997 |
| Employees | 21-50 |
| Socials |
The Kelly Group - Financial Planning and Wealth Management Email Formats
The Kelly Group - Financial Planning and Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@kellygrouponline.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@kellygrouponline.com | 50% |
{first initial} | j@kellyria.com | 30% |
{first name} | john@kellyria.com | 10% |
{first name}{last name} | johndoe@kellygrouponline.com | 10% |
About The Kelly Group - Financial Planning and Wealth Management
At The Kelly Group, we don’t believe in quick fixes or one-size-fits-all solutions. Financial planning is a lifelong journey, and we’re here to walk that road with you, helping you make sound decisions today that will benefit your family, your business, and your legacy for decades to come. Like the small-town doctor who knows every patient by name, we take a deep personal approach to financial guidance. We’ve spent more than 25 years helping our neighbors in Bel Air, Maryland, and beyond, navigate life’s biggest financial crossroads, from building wealth and retiring with confidence to transitioning a family business and securing a lasting legacy. We plan for generations, not just the next quarter. That means focusing on stability over speculation, relationships over transactions, and clarity over complexity. Whether you’re a business owner, thinking about succession, a government employee navigating retirement benefits, or a family looking to protect what you’ve built, we offer practical, steady-handed advice tailored to your life and values. We combine time-honored values with modern financial strategies to help you make smart, lasting financial decisions. Some firms focus on transactions—we focus on relationships. When you work with us, you’re not just getting financial advice. You’re gaining a team that’s committed to walking with you, year after year, through every change and every milestone. Some firms talk about financial planning as a set of products—we see it as a lifelong conversation. If you’re looking for a financial partner who will be there not just today, but for generations to come, let’s start the conversation.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
The Kelly Group - Financial Planning and Wealth Management has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
The Kelly Group - Financial Planning and Wealth Management has never raised funding before.
The Kelly Group - Financial Planning and Wealth Management Tech Stack
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