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.

 

COMPREHENSIVE WEALTH MANAGEMENT SERVICES PITTSBURGH WIDE

 

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

 
 

Investment & Retirement

IRA Contributions & Conversions

Retirement Planning

Income Distributions Strategies

College/Education Planning

Business & Succession Planning

Retirement Planning
 
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 team utilizes 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 based on knowledge and integrity. 

Meet The Team

Jeffrey R. Kelley, AAMS

Partner / Private Wealth Advisor

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Phone(412) 528-1936

Fax: (412) 528-1938

Emailclick here

Micah J. Kelley, CRPC

Partner / Chartered Retirement Planning Counselor

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Phone(412) 528-1937

Fax: (412) 528-1937

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Davisson M. Hammond, CFP®

Partner / CERTIFIED FINANCIAL PLANNER™ Professional

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Phone(412) 528-1739

Fax(412) 528-1739

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Michael DiBartolomeo, JD, AIF

Private Wealth Advisor

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Phone(412) 528-1939

Fax(412) 528-1939

Emailclick here

Zoe A. Wiest, CRPC

Client Services Manager

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Phone(412) 528-1938

Fax: (412) 528-1938

Emailclick here

 

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

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.

Securities offered through LPL Financial. Member FINRA & SIPC.

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.

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

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

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© 2019 The Kelley Financial Group LLC.

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