The Kelly Group- Financial Planning and Wealth Management

Meet Jacob P. Adkins, Certified Financial Planner at The Kelly Group! A born-and-bred Harford County “kid,” Jacob cares about his clients and his community. He focuses on client outcomes by using goal-based financial planning and pursues many philanthropic activities, including as a member of the Bel Air Rotary Club and as a participant in the annual SARC Walk a Mile in Her Shoes® event. Jacob lives in Bel Air with his wife, Shannon, their one-year-old son, Theo, and their dog, Tilly. Shannon and Jacob are navigating parenthood with excitement and openness, welcoming all the tips and tricks friends have to offer! Jacob is always prepared to lend a helping hand with all your financial needs. Fill out the form to connect with Jacob and the rest of The Kelly Group team: https://lnkd.in/ef_Z_6_p #TheKellyGroup #Team

On June 17–18, The Kelly Group’s Service and Operations Team traveled to Providence, R.I. to collaborate with our designated service team at Fidelity Investments. During the visit, our team engaged with their counterparts from Fidelity’s client service department and participated in sessions focused on best practices, technology, and cyber security. Pictured (from left to right): Fidelity Vice President & Relationship Manager Ben Broadhurst along with The Kelly Group Service & Operations Team, Kara Gier, Julie Shearman, Michael Bertrand, Carrie Anderson, and Caryn Ches. #ClientServices #CareerDevelopment #Collaboration

Partner Chad Arrington, CFP® attended the Harford County Chamber of Commerce's Annual Dinner & Gavel Exchange on Thursday, June 20th. He was recognized for completing two consecutive 3-year terms on the Board of Directors. The Chamber also unveiled the fiscal year 2025 Board slate and 2024 Member of the Year. The Kelly Group is an active participant in the Chamber and values its initiatives in fostering our thriving business community. Thank you, Chad, for your outstanding commitment, and thank you to the Chamber for your continued advocacy and support. #ChamberofCommerce #HarfordCountyMD #Maryland

Kelly Group’s Founding Partner Bryan E. Kelly was pleased to participate in the 2024 Coaches vs. Cancer Golf Tournament on June 9th and 10th at Oak Hill Country Club in Rochester, NY. In collaboration with the National Association of Basketball Coaches (NABC), the Coaches vs. Cancer (CvC) program has teamed up with coaches and fans nationwide for three decades to aid the American Cancer Society in fighting a common enemy – cancer. #CoachesVsCancer

We're not just your financial advisors; we're your neighbors. Working in a restored historical home in Bel Air, MD—we’re right around the corner from you! From our community to yours, we're here to support you every step of the way. Ready to start your financial journey with a neighbor you can trust? Contact The Kelly Group today. https://lnkd.in/ef_Z_6_p #HarfordCountyMD #BelairMD #Maryland #NeighborsHelpingNeighbors #Trust #FinancialAdvisors

Dear Valued Clients and Friends: As we celebrate Independence Day, we're reminded of the courage, foresight, and resilience that have shaped our nation's history. This July 4th, we at The Kelly Group would like to share some reflections on the parallels between our country's journey and the principles that guide our investment philosophy. Let's turn our attention to a pivotal moment in American history: the Battle of Baltimore during the War of 1812. This battle, which inspired our national anthem, offers a powerful lesson in the importance of preparation over prediction. In September 1814, the British forces, fresh from their victory in Washington D.C., set their sights on Baltimore. The citizens of Baltimore, aware of the potential threat, had spent over a year fortifying their defenses. They didn't try to predict when or how the British would attack; instead, they focused on being prepared for various scenarios. As fate would have it, unexpected weather conditions played a crucial role. A heavy fog rolled in over the harbor, providing cover for the American defenders and complicating the British naval assault. This unforeseen event, combined with the Americans' thorough preparations, ultimately led to a pivotal victory for our young nation. At The Kelly Group, we see a striking parallel between this historical event and our approach to financial planning and investing. Read more in Bryan E. Kelly's full letter below.

Dear Valued Clients and Friends: As we celebrate Independence Day, we're reminded of the courage, foresight, and resilience that have shaped our nation's history. This July 4th, we at The Kelly Group would like to share some reflections on the parallels between our country's journey and the principles that guide our investment philosophy. Let's turn our attention to a pivotal moment in American history: the Battle of Baltimore during the War of 1812. This battle, which inspired our national anthem, offers a powerful lesson in the importance of preparation over prediction. In September 1814, the British forces, fresh from their victory in Washington D.C., set their sights on Baltimore. The citizens of Baltimore, aware of the potential threat, had spent over a year fortifying their defenses. They didn't try to predict when or how the British would attack; instead, they focused on being prepared for various scenarios. As fate would have it, unexpected weather conditions played a crucial role. A heavy fog rolled in over the harbor, providing cover for the American defenders and complicating the British naval assault. This unforeseen event, combined with the Americans' thorough preparations, ultimately led to a pivotal victory for our young nation. At The Kelly Group, we see a striking parallel between this historical event and our approach to financial planning and investing. Read more in Bryan E. Kelly's full letter below.

Rick Fletcher, CFP®, who sits on the board of directors of the Harford Land Trust, Inc., had a rewarding weekend starting on Friday, June 7th, by honoring the retirement of Bill Amoss, a respected Harford County resident renowned for his contributions to our county and its land preservation. On Saturday, June 8th, Rick and his fellow HLT board members along with their staff helped raise awareness through their annual Kayak Poker Run. Rick, pictured with volunteer Bill Tharpe, assisted with registration, serving food, and helping with the loading and unloading of kayaks. #HarfordCountyMD #Maryland

Dear Valued Clients and Friends: As we celebrate Independence Day, we're reminded of the courage, foresight, and resilience that have shaped our nation's history. This July 4th, we at The Kelly Group would like to share some reflections on the parallels between our country's journey and the principles that guide our investment philosophy. Let's turn our attention to a pivotal moment in American history: the Battle of Baltimore during the War of 1812. This battle, which inspired our national anthem, offers a powerful lesson in the importance of preparation over prediction. In September 1814, the British forces, fresh from their victory in Washington D.C., set their sights on Baltimore. The citizens of Baltimore, aware of the potential threat, had spent over a year fortifying their defenses. They didn't try to predict when or how the British would attack; instead, they focused on being prepared for various scenarios. As fate would have it, unexpected weather conditions played a crucial role. A heavy fog rolled in over the harbor, providing cover for the American defenders and complicating the British naval assault. This unforeseen event, combined with the Americans' thorough preparations, ultimately led to a pivotal victory for our young nation. At The Kelly Group, we see a striking parallel between this historical event and our approach to financial planning and investing. Read more in Bryan E. Kelly's full letter below.

Partner Chad Arrington, CFP® recently attended PIMCO's June annual due diligence meeting at their headquarters in Newport Beach, California. He gathered with financial advisers and investment managers from across the country to meet with PIMCO's chief investment officers and portfolio managers. PIMCO shared their optimistic outlook on bonds/fixed income and how they approach active management in this space. Since his return, we're thrilled to have Chad back in the office, sharing his valuable insights from the event with our team! #InvestmentManagement #InvestmentPortfolio #TheKellyGroup