We take time to understand your goals and deliver personalized, fiduciary guidance designed to support thoughtful, long-term financial decisions.
Schedule a no-cost meeting
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We provide advice based solely on our clients’ best interests, without commissions or product incentives, and focus on clear, personalized guidance for long-term goals.
Our fees are based on the assets we manage, with full transparency and no hidden charges, helping keep our work aligned with your long-term financial objectives.
Transparent, straightforward fees
No commissions
Advice focused on YOUR goals
We make getting started straightforward and transparent.
1
Schedule Meeting
Meet in-person in the Sewickley office, virtually or over the phone.
2
Set Goals
We gather info on your investment objectives.
3
Make a Plan
We draft a detailed analysis of your financial future.
4
Take Action
Implement strategies to build and shield your legacy.
Retirement Planning:
Create and manage a plan whether you're saving or already retired.
Wealth Management:
Portfolio design based on your long-term plans and risk comfort
Estate Planning:
Strategies designed to shield and extend the legacy you're creating.
Small Business:
Integrate your business growth into your overall financial plan.
80+ Years
Of combined experience.
Licensed in 38 States
Serving clients locally in PA and across the country.
Certified Professionals:
Team includes Certified Financial Planner™, Chartered Retirement Planning Counselor, and Accredited Investment Fiduciary™.
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Micah J. Kelley, CRPC®
Partner | Chartered Retirement Planning Counselor™️
We Are Fiduciary Advisors. This means we don't get paid sales commissions for selling products that may not align with your goals.
(412) 528-1920Office: 1605 Carmody Ct #301, Sewickley, PA 15143
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities offered through LPL Financial. MemberFINRA&SIPC.
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, FL, GA, HI, ID, IL, KS, MD, MI, MS, NC, NH, NY, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV, and VT.
LPL Financial, Forbes and SHOOK Research are separate entities.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Disclosure: You are under no obligation to use the services of Anthony Grenci / KFG Tax and may choose any qualified professional to provide tax or CPA services. Anthony Grenci / KFG Tax and their services are not affiliated with LPL Financial nor The Kelley Financial Group
© The Kelley Financial Group LLC.