Our Company

KELLY Advisory is an independent financial services firm with a comprehensive understanding of retirement plans and employee benefit programs. We are specialists who can help you design a retirement plan that suits both the culture of your company and needs of your workforce, while seeking to maintain the highest fiduciary standards.

Here’s how we do it: 

  • The KELLY ApproachUnderstand your company’s vision, culture, goals and current situation
  • Analyze & Construct a comprehensive and integrated strategic plan
  • Apply your customized strategy, with complete plan implementation assistance
  • Review & Refine, making necessary adjustments along the way