Kelly works with local families and small businesses to assist them in pursuing their financial goals, including college, retirement, and estate planning as well as wealth transfer.

Kelly received his CERTIFIED FINANCIAL PLANNER™ designation in 1985. He is past President of Carolina’s Chapter of the Financial Planning Association and was elected to the National Board of the FPA in 1990. He was the ninth person in North Carolina admitted to the Registry of Financial Planning Practitioners, he is a multiyear Barrons Top Financial Advisor award winner (2009-2024)* and Forbes Best-In-State Wealth Advisors (2018-2023) award winner.**

Click here to view Kelly's Directory on Barron's

*The Barron's Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded on 2/9/09, 2/22/10, 2/19/11, 2/20/12, 2/15/13, 2/24/14, 2/23/15, 3/5/16, 3/6/17, 3/10/18, 3/8/19, 3/13/20, 3/12/21, 3/11/22 and 3/14/24 for the one-year period ending September 30th of the previous year.

**The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded on 2/27/18, 2/20/19, 1/16/20, 2/11/21, 4/7/22 and 4/4/23 for the one-year period ending June 30th of the previous year.