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Committed to Stronger Financial Lives for Educators

Helping Educators Learn About, Plan for and Thrive in Retirement.

Diagonal Patten

Private Education

Retirement Plan Consulting

  • We work with plan sponsors to support fiduciary oversight, improve fee transparency, and review plan documents, helping position your plan for stronger outcomes and lower potential liability.

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Participant Education

  • We engage faculty and staff through proactive outreach, on-campus meetings, and virtual resources, supporting better financial decision-making through consistent education.

Diagonal Patten

Plan Sponsors

Executive Financial Planning

  • Tailored planning strategies for executives that coordinate compensation, tax-efficiency, and long-term financial planning.

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Retirement Plan Consulting

  • We collaborate with plan sponsors to enhance fiduciary oversight, improve fee visibility, and review plan documents, helping position your plan for better outcomes and lower potential exposure.

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Participant Education

  • We engage your workforce through personalized outreach, in-person consultations, and virtual access, helping your employees make better financial decisions through consistent education.

Colorful Books

Empowering Participants. Strengthening Retirement Outcomes.

A strong retirement plan starts with informed participants. We provide clear, independent education to help people make the most of their benefits and build financial confidence.​

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  • 15+ years supporting employer organizations and leadership teams

  • Experience with institutional retirement providers and 403(b) coordination

  • Team-based service model with onsite, virtual, and ongoing support

  • TIAA Specialist

William E. Ferguson, AIF®, BFA™

The Ferguson Team

Clarity. Confidence. Stronger Financial Futures for Participants.

The Ferguson Team at The Kelley Financial Group is committed to helping participants build stronger financial futures through clear, comprehensive planning. We focus on education, collaboration, and personalized guidance - delivering strategies that give people clarity and confidence in using their retirement benefits.

Participant Education
Fiduciary Support
Dedicated TIAA & Plan Support
Investment Menu Consulting
Plan Fee & Contract Reviews
Adminsitrative & Compliance Guidance

Guiding with Experience. Supporting Every Participant.

We meet participants where they are - offering independent education, personal guidance, and a valued partnership that helps them feel confident using their retirement plan.

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Let’s Strengthen Your Plan Together

We support your institution and participants with clarity, experience, and respected expertise—serving as a true partner through in-person guidance and education.

 

Connect with The Ferguson Team at The Kelley Financial Group to explore how we can become an extension of your benefits 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.

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​Disclosure: You are under no obligation to use the services of Anthony Grenci / KFG Tax and may choose any qualified professional to provide tax or CPA services. Anthony Grenci / KFG Tax and their services are not affiliated with LPL Financial nor The Kelley Financial Group

© The Kelley Financial Group LLC.

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