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our Mission

Our approach is to help clients to pursue their financial goals and to help make their lives more financially efficient. To do this, we utilize comprehensive wealth management and financial planning services that is customized to the individual’s needs and goals.

Misson Statement

COMPREHENSIVE WEALTH MANAGEMENT SERVICES PITTSBURGH WIDE

Household Budget

Cash flow & Budget

Budget Analysis

Balance Sheet/Net Worth Statements

Debt Management

Emergency Funding

Executive Compensation

Goal Planning

Family Investing Strategies
Investment Meeting

Risk Assessment & Management

Protection Analysis

Portfolio Risk

Life Insurance

Long Term Care Planning

Disability Income Analysis

Buy Sell Agreement/Key Man

Risk Assessment
Investment & Retirement

Investment & Retirement

IRA Contributions & Conversions

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Retirement Planning

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Income Distributions Strategies

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College/Education Planning

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Business & Succession Planning

Retirement Planning
Tax & Estate
Estate Planning

Tax & Estate

Estate Planning Strategies

Wealth Transfer

Charitable Giving

Gifting & Generation Planning

Special Needs Trust

Caring for the Elderly

why Choose Us?

Our Pittsburgh financial consultants utilize more than 70 years of combined experience in the financial industry to help provide individualized financial advice for our clients. We believe in building long-term relationships with knowledge and integrity. 

Meet your Team

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Jeffrey R. Kelley, AAMS®

Partner / Accredited Asset Management Specialist™️

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Phone: (412) 528-1920

Fax: (412) 528-1920

Email: click here

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Micah J. Kelley, CRPC®

Partner / Chartered Retirement Planning Counselor™️

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Phone: (412) 528-1937

Fax: (412) 528-1937

Email: click here

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Davisson M. Hammond, CFP®

Partner / Certified Financial Planner™️

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Phone: (412) 528-1739

Fax: (412) 528-1739

Email: click here

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Dante Grenci, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

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Phone: (412) 528-1958

Fax: (412) 528-1958

Email: click here

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Lindsay Kelley

Branch Office Support

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Phone: (412) 528-1920

Fax: (412) 528-1920

Email: click here

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Allison Johnson

Client Services Assistant

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Phone: (412) 528-1920

Fax: (412) 528-1920

Email: click here

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Michael DiBartolomeo, JD, AIF

Private Wealth Advisor / Accredited Investment Fiduciary

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Phone: (412) 528-1939

Fax: (412) 528-1939

Email: click here

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Zoe A. Wiest, CRPC®

Client Services Manager

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Phone: (412) 528-1938

Fax: (412) 528-1938

Email: click here

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Jonathan Hansotte, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

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Phone: (412) 528-1940

Fax: (412) 528-1940

Email: click here

Meet Your Team

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial. Member FINRA & SIPC.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.​

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143​​

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Disclosures

Form CRS - Stratos Wealth Partners

Form CRS - LPL Financial

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, FL, GA, HI, ID, IL, KS, MD, MI, MS, NC, NH, NY, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV, and VT.​​

 

LPL Financial, Forbes and SHOOK Research are separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

© The Kelley Financial Group LLC.

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