Business Details
27 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management Solutions
Established in 1999, Kelly Benefits has dedicated over two decades to providing comprehensive financial guidance to individuals and businesses across Annapolis, Maryland and 28 additional states. Our firm specializes in private wealth management, employee benefits, risk management, and corporate retirement planning, combining personalized strategies with a team-based approach. We prioritize integrity, open communication, and long-term client relationships, treating every client like family while helping them build and preserve wealth across generations.Our fiduciary commitment ensures objective advice aligned with clients' unique goals, whether they're starting out, maintaining wealth, or preparing for retirement. With SEC registration and affiliations with FINRA and SIPC members, we maintain rigorous professional standards while offering tailored solutions for life's evolving financial challenges.
Services
Private Wealth Management
Employee Benefits
Risk Management
Corporate Retirement Plans
Financial Planning
Details
- Year established: 1999
Highlights and features
- We offer 20+ years of experience in comprehensive financial planning
- Our team-based approach prioritizes personalized client relationships
- We combine national resources with local Annapolis expertise
- We operate as SEC-registered investment advisers with fiduciary duty
- Our multi-generational planning spans wealth creation to preservation
Associations and certifications
- SEC
- FINRA
- SIPC
Services
Private Wealth Management
Our private wealth management service creates customized strategies for high-net-worth individuals. We focus on long-term wealth preservation through personalized investment approaches and multi-generational planning. Our team provides ongoing professional guidance to help clients achieve both immediate and future financial objectives.
Employee Benefits
We design comprehensive employee benefits programs for businesses seeking competitive workplace solutions. Our expertise includes health insurance, retirement plans, and executive compensation strategies. We help employers create attractive benefit packages that support workforce wellness and retention.
Risk Management
Our risk management solutions protect personal and business assets through strategic insurance planning. We assess potential threats to financial security and implement protective measures tailored to individual circumstances and business operations.
Corporate Retirement Plans
We develop customized retirement solutions for employers seeking compliant, effective plans. Our services include 401(k) administration, pension design, and fiduciary support to help businesses meet workforce retirement goals.
Financial Planning
Our financial planning service integrates all aspects of personal finance through CFP Board standards. We address tax strategies, estate planning, and wealth transfer while maintaining fiduciary responsibility to client interests.
People
Continuum Advisory Team
Investment Advisers
Our team of SEC-registered investment advisers brings decades of combined experience in wealth management, operating under strict fiduciary standards to prioritize client interests in all financial decisions.
Questions
What financial services do you specialize in?
We specialize in private wealth management, employee benefits, risk management, and corporate retirement plans tailored to high-net-worth individuals and business executives.
How do you work with new clients?
We begin with a discovery call to understand your goals, followed by personalized strategy development and ongoing implementation support through our digital client portals.
Which states do you serve?
We serve clients in 29 states including Maryland, California, Florida, Texas, and Washington, with local expertise in Annapolis and national capabilities.
What credentials does your team hold?
Our advisors operate under SEC-registered Continuum Advisory, with affiliations through FINRA and SIPC-member broker/dealers, maintaining strict fiduciary standards.
How can I access my account information?
Clients securely access accounts through our Private Wealth Portal, Group Benefits Portal, or HR Outsource Portal for document sharing and account management.
Reviews (1)
Lancer Cuddy
Jul 16, 2020
Report
This is a great company that puts the concerns of clients before everything else. They are truly the best!
