Home | Kiely Consulting

Start planning your future today!

We can create a unique strategy designed to help you meet your goals.

GET STARTED

Expert financial guidance to help protect you from life's uncertainties.

Less Financial Stress. More Purpose and Conviction.

Learn More

What's your Risk Number?

Discover your risk number and see if it matches your portfolio.

Learn More

Clarity

Guidance for your financial journey.

Years of experience have prepared us to guide you through your life journey full of transitions. We can help you uncover a clear picture of where you are today and help you plan for the future you want.

Transparency

Full disclosure of fees for advice.

Any fees are dependent upon the products and level of service you choose. We clearly explain the benefits of our services for your specific needs. There are no sales pitches or hidden fees. Our advice is driven by process, not product.

Confidence

Providing fiduciary advice.

Trust. Honesty. Integrity. We believe values matter, and we strive to deliver clear, unbiased advice. Our approach is all about what's best for you and we do not push products and services you don't want or need.

Welcome to Kiely Consulting

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need an experienced financial professional in your corner. It’s our mission to coordinate all aspects of your financial picture to give you the best advice and investment management available.

CONTACT US TODAY

... no copy here ...

One-size-fits-all financial planning? Not here.

Regardless of your age, experience or background, we believe we can help you achieving financial independence. We provide specific directions for your financial journey and work closely to match our strategy to your unique needs.

Who We Are

Who We Serve

Helping investors to confidently plan and reach their goals.

Retirees

Lifestyle and Legacy Planning

Learn more

Small Business Owners

Supporting small businesses

Learn more

Working Professionals

Make your money work for you

Learn more

Families

Understanding your unique needs

Learn more

How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to review your portfolio and see how we can help you meet your goals. A short call is all you need to get started with Kiely Consulting . We look forward to meeting you!

Let's Get Started

Your Goals. Our Guidance.

When was the last time you sat down and honestly discussed your financial goals and examined your progress? If it’s been a while, it may be a good time to consider seeking guidance or at least a second opinion from an advisor with the expertise to provide sound advice you can trust.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, estate beneficiary or beyond, we’re here to help. We’re experienced and qualified to offer the best service and advice suited to your personal needs and desired goals. We provide sound investment and financial planning advice that not only helps you reach your goals but also remain confident in a secure financial future.

Investment Planning

Goal-setting and risk management

Learn more

Retirement Planning

Make a plan and keep it on track

Learn more

Estate Planning

Plan for every phase of life

Learn more

Budget & Debt Management

Keep your money working for you

Learn more

Kiely Consulting, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.

Our Process

STEP

1

Develope

The more we know about you, your finances, and your goals, the better we can help. We take the time to identify where you are now and where you plan to be in the future. We gather the data necessary to analyze your financial situation and risk level before developing a plan.

STEP

2

Implement

We work with you to implement your plan by evaluating all options so that you can decide which choices are best for your situation. We then provide a unique strategy with specific recommendations that fit your financial profile and

lifestyle needs. Finally, we put your plan in motion.

STEP

3

Monitor

Life is always changing, and so are your needs. We will be by your side through every twist and turn. We continually monitor your progress towards achieving your goals. We are always evaluating whether your strategy remains on target or if adjustments are needed. Our goal is to partner with you for the long-term.

What Separates Us From Other Financial Advisors?

Quality Service

We manage your portfolio to help grow and protect your wealth. This includes factoring in your risk tolerance, along with ongoing monitoring and rebalancing of your portfolio. We offer access to a broad mix of products and services that include investments for income, growth and protection.

Independent

Our Independence allows unbiased access to a broader range of available investments and services from multiple money managers, custodians and insurance providers. This gives us the flexibility to meet a wider range of client needs all under one roof.

Client Focused

Regardless of your starting point, we provide a dedicated advisor to help you manage your goals through personalized financial planning and investment advice. Our goal is to establish a clear view of your full financial picture and provide a better understanding of your investment options to help you achieve your goals.

Let's Talk

We’d love to learn more about you and your financial journey. Send us a note or arrange a time to review your investments and goals.

Schedule some time!

Name

Email

Address

Phone

Message

Thank you!

Oops!

"The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go."

- Benjamin Graham