FOR ANNAPOLIS, MD AND BEYOND
We Believe in the Importance of
Sound Financial Planning
Kelly Insurance & Investments, Inc. and Kelly Financial Advisors, LLC are national boutique private wealth, employee benefits and risk management firms that service high-net-worth individuals and corporate executives in all aspects of their financial lives.
Over the years, we’ve become a one-source shop for business owners. From servicing employee benefit needs to assisting with retirement and individual planning as well as risk management, our team has the experience and dedication to help you achieve your goals.
Let’s Work To Help You Plan & Live a Successful Retirement
What does it mean to work with us?
Private Wealth Management
Our clients benefit from ongoing professional assistance in the creation and implementation of strategies to reach their life goals as they exist now or may develop in the future.
Employee Benefits
Kelly Insurance & Investments, Inc. has been a cornerstone for executives laying a foundation for a well-rounded employee benefits program for decades.
Risk Management
You’ve worked hard to build your business and obtain your lifestyle. Let our team strive to help protect your assets and your company for years to come.
Private Wealth Management
Our clients benefit from ongoing professional assistance in the creation and implementation of strategies to reach their life goals as they exist now or may develop in the future.
Employee Benefits
Kelly Insurance & Investments, Inc. has been a cornerstone for executives laying a foundation for a well-rounded employee benefits program for decades.
Risk Management
You’ve worked hard to build your business and obtain your lifestyle. Let our team strive to help protect your assets and your company for years to come.
We’re Results-Driven
Because Our Clients Expect More
Business owners, affluent individuals, millennials and more. Our clients range in size and diversity - but ultimately seek to achieve long-term financial success. With a team-based approach, you can expect to work with a group that has your best interests in mind - no matter who you are.
