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Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make intelligent investments.

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Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make

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​Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make

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Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make​​​​ Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make are dedicated to helping clients make

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Professional wealth management services
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"Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make intelligent people  people investments."

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Protect Your School's 403(b) Plan. Reduce Risk. Save Time.

Protect Your School’s 403(b) Plan. Reduce Risk. Save Time.
Partner with the fiduciary team that elite private schools trust.
Serving Blair Academy, Western Reserve Academy, Crossroads Academy, Powhatan School, Ruffing Montessori, Shady Side Academy —and now, your institution.

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Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make​​​​ Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make are dedicated to helping clients make

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​helping clients make​​​​ Professional wealth management services help people invest their hard-earned money in the best way. We are dedicated to helping clients make are dedicated to helping clients make

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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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