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Building Your Financial Future
At The Kelley Financial Group, we understand that working towards a secure financial future can be intimidating and confusing. We take the time to get to know you and your individual needs in order to develop a tailored strategy that meets your unique financial goals. Our team of experienced financial advisors are equipped to provide you with sound advice and guidance to help you make educated long-term decisions. We specialize in a wide range of services, from retirement planning and estate planning to investments and tax planning.
We work hard to provide straightforward and understandable advice. Our team continuously monitors the market and your investments to help ensure your portfolio and financial goals are on track.
I’ve worked with Micah my entire professional career, and he has helped my family craft a financial plan that combines results with flexibility. I’d recommend him to anyone!
- Jarrett F.
Everything is presented very thoroughly, and our input is always valued. They are great at explaining the market and discussing our future plans and needs.
- Thomas M.
I had the pleasure and good fortune to have invested with the Kelley Financial Group 32 years ago. They possess the highest level of integrity, and listen to the investor.
- Larry Z.
Why Invest With The Kelley Financial Group?
We Are Fiduciary Advisors
Being a fiduciary advisor means that we don't get paid sales commissions for selling products that may not align with your goals. Instead, we provide financial advice that only aligns in your best interest to build your financial future.
80+ Years of Combined Experience
Our team has experience in the markets and have attained financial certifications like: Certified Financial Planner™️, Chartered Retirement Planning Counselor™️, Accredited Investment Fiduciary™️.
Our Fees Put Clients' Interests First
As fee-based advisors, our fees are based exclusively on the value of the assets we manage for you. We are completely transparent with no hidden fees or unforeseen charges. This pairs both of our interests because when we do better, you do better.
We Are Licensed In 38 States
Whether we're next door neighbors in PA, or across the country, The Kelley Financial Group is licensed in 38 states and growing. See below if our accredited team is serving your area!
Our Services
Our Commitment
At Kelley Financial Group, we're committed to assisting you in getting one step closer to financial freedom. Start moving towards your monetary goals by working closely with one of our financial consultants today. As a group of Pittsburgh financial planners, we strive to help you reach those goals.
Waiting until later in your life to set up a budget or retirement portfolio can cost you in the long run. Keeping track of your finances can prove to be beneficial in the long run. By management of your budgets and savings, a great amount of monetary stress can be lifted from your shoulders.
What Is The Meeting Process?
Make an appointment to meet with a Financial Consultant either in person, or over the phone. We’ll ask you to gather some relevant information about your investment objectives and strategies so we can start drafting a detailed analysis.
