Introducing Kelly Wealth Advisors of LPL Financial
Founded by Thomas F. Kelly and Maureen Kelly with family in mind. Our clients are not just a number; they are an extension of our family.
Personalized Guidance for Your Future
Our team has the knowledge and experience to guide you through many stages of life and financial complexities.
Confidence in Your Future
We recognize the importance of consistent communication with your financial advisor, especially during times of change. Our team is here to support and guide you every step of the way.

Our Approach
Your retirement and investment needs don’t fall into a cookie-cutter format. Everyone has unique goals, needs, and circumstances, which is why our team will collaborate with you to understand your vision while bringing our expertise to the table.

Transparent Communication
Our primary focus is to work toward your goals and ensure that you feel comfortable throughout the process. We understand that this requires transparency and frequent communication with our team.

Collaborative Environment
Our experienced advisors work as a team, sharing expertise and understanding. With access to multiple perspectives and areas of specialization, we create a plan customized to your goals and needs.

Planning for Retirement and Beyond
As you approach retirement age, a clear view of the path ahead is crucial. We help you map your retirement with several key considerations, including:
- Long-term care insurance
- Asset management and contributions
- Advanced financial directives
- Spousal and survivor benefits
- Estate Planning
- Tax Planning

Put Your Future on the Calendar
Successfully reaching your goals begins with taking your first step. Reach out to our team today to schedule a meeting with one of our financial advisors. We look forward to hearing from you!
Meet Our Team
Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.