Business Details
Your Trusted Partner for Financial Freedom Solutions
At The Kelley Financial Group, we are committed to empowering individuals and businesses to achieve stronger financial futures through personalized guidance and strategic planning. Our team of experienced advisors takes a client-centric approach, developing tailored strategies that align with unique financial goals, whether in retirement planning, wealth management, estate strategies, or education funding. As fiduciary advisors, we prioritize clients' interests without sales commissions, ensuring transparent fee structures based solely on assets under management. With over 80 years of combined experience and certifications such as Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC), we provide expertise in navigating complex financial landscapes.Licensed in 38 states, our services extend nationally while maintaining a local Pittsburgh, PA, presence. We emphasize proactive financial education, market monitoring, and adaptive planning to help clients build and preserve wealth across generations. Our commitment to integrity, coupled with partnerships with institutions like LPL Financial and Stratos Wealth Partners, positions us to deliver comprehensive solutions that align with evolving life and business needs.
Services
Retirement Planning
Wealth Management
Estate Planning
Small Business Retirement
Education Funding
Elder Care Strategies
Asset Allocation
Roth Conversions
Succession Planning
Tax Planning
Highlights and features
- We operate as fiduciary advisors with no sales commissions
- 80+ years of combined experience with industry certifications
- Transparent fee-based model tied to assets under management
- Licensed to serve clients in 38 U.S. states
- Personalized strategies for retirement, wealth, and estate planning
Associations and certifications
- Certified Financial Planner (CFP)
- Chartered Retirement Planning Counselor (CRPC)
- Accredited Investment Fiduciary
What people say
Exceptional personalized service
Deep expertise demonstrated
Transparent fee structure
Proactive communication
Comprehensive planning
Services
Retirement Planning
Develop comprehensive retirement strategies tailored to individual timelines and financial goals. Our advisors help clients navigate IRA contributions, 401(k) management, and tax-efficient withdrawals while addressing healthcare costs and estate considerations. With expertise in both personal and small business retirement plans, we ensure clients maintain independence and financial security throughout their retirement years.
Wealth Management
Create customized wealth management solutions focusing on asset allocation, diversification, and risk management. We help clients preserve and grow wealth through strategic investment management, tax mitigation techniques, and intergenerational transfer planning. Our approach combines market analysis with personalized financial education to align portfolios with long-term objectives and risk tolerance levels.
Estate Planning
Design comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Services include trust creation, will preparation, power of attorney designation, and tax-efficient gifting strategies. We work with clients to establish guardianship arrangements, healthcare directives, and business succession plans while minimizing estate tax liabilities through irrevocable trusts and charitable giving vehicles.
Small Business Retirement
Develop retirement solutions for business owners including SEP IRAs, SIMPLE IRAs, and solo 401(k)s. We help establish employer-sponsored plans that benefit both owners and employees while supporting business succession strategies. Our services include buy-sell agreement structuring, key man insurance, and exit planning to ensure business continuity during ownership transitions.
Education Funding
Create strategic education funding plans using 529 plans, custodial accounts, and savings bonds. We help families navigate tuition costs, room and board expenses, and student debt management while balancing retirement savings objectives. Our advisors provide guidance on financial aid optimization and tax-efficient withdrawal strategies for education-related expenses.
People
Jeffrey R. Kelley
Partner
Accredited Asset Management Specialist with expertise in retirement planning and investment strategy. Focuses on creating personalized financial solutions while maintaining fiduciary standards for client asset management.
Davisson M. Hammond
Partner
Certified Financial Planner with extensive experience in comprehensive financial planning. Specializes in tax-efficient strategies and wealth preservation techniques for high-net-worth individuals and families.
William E. Ferguson
Private Wealth Advisor
Behavioral financial advisor with expertise in retirement consulting and investment management. Focuses on client behavioral patterns to create sustainable financial plans aligned with long-term objectives.
Noah Ferguson
Certified Financial Planner
Provides comprehensive financial planning services with emphasis on retirement income strategies and tax-efficient investment management. Helps clients navigate complex financial decisions with data-driven recommendations.
Jonathan Hansotte
Financial Planner
Chartered Retirement Planning Counselor specializing in retirement income strategies. Focuses on helping clients transition from wealth accumulation to sustainable retirement distributions while managing sequence-of-returns risk.
Questions
What financial planning services do you offer?
We provide retirement planning, wealth management, estate strategies, small business retirement solutions, education funding, and elder care planning tailored to individual needs.
Are you fiduciary financial advisors?
Yes, we operate as fiduciaries with no sales commissions, always prioritizing client interests in investment recommendations and financial strategies.
How does your fee structure work?
Our fees are based on assets under management with transparent pricing, ensuring our success aligns directly with client portfolio performance.
Do you serve clients outside Pittsburgh?
Yes, we're licensed to provide financial services in 38 U.S. states, serving clients nationwide through virtual and in-person consultations.
What retirement plan options exist for small businesses?
We help establish SEP IRAs, SIMPLE IRAs, solo 401(k)s, and other business retirement plans while integrating succession strategies for business owners.
How can I start working with your firm?
Schedule a no-cost consultation through our website or contact us directly at (412) 528-1920 to begin creating your personalized financial plan.
Reviews (2)
Jarrett Foust
Nov 14, 2020
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Positive:Professionalism,Quality
Ive worked with Micah my entire professional career, and he has helped my family craft a financial plan that combines results (growth) with flexibility (house purchases, etc). Hes always available and is a phenomenal practitioner of his craft. Id recommend him to anyone!
Ive worked with Micah my entire professional career, and he has helped my family craft a financial plan that combines results (growth) with flexibility (house purchases, etc). Hes always available and is a phenomenal practitioner of his craft. Id recommend him to anyone!
Jessica Olds
Aug 26, 2019
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We had the most amazing experience working with Travis!! He helped us with not only one house but two and really went above and beyond to help us get the houses of our dreams!! He also helped our inlaws with their house to make all of this happen! We genuinely can not say enough about just how amazing he was to our family through all of this! If you use this group to help with your mortgage needs, I highly recommend asking for Travis!!
