Kelly Financial, Inc. is a Maryland-based independent financial advisory firm dedicated to providing integrated wealth management services. As a fee-only fiduciary, the firm is committed to acting in its clients' best interests, offering services that include retirement planning, investment management, tax strategies, and estate planning. Founded by Shawn Kelly, the firm emphasizes a team-based, holistic approach to help clients navigate their financial lives and achieve their long-term goals.

Founded in

United Kingdom