A complete list of active advisors currently associated with Joseph C. Kelly & Associates, Inc.

Warmer can help you find a great advisor at Joseph C. Kelly & Associates, Inc. or one who fits your needs even better.

The firm provides discretionary asset management, financial planning and hourly financial consulting to individuals, trusts, estates, charitable organizations and business entities. Like many small independent advisory shops, it manages client portfolios and uses percentage-of-assets billing with custody and trade execution handled by third‑party providers. The firm typically exercises discretionary trading authority and constructs portfolios from predefined strategies or firm model portfolios, employing fundamental, technical and cyclical analysis and periodic rebalancing. Account reviews are performed at least annually and the advisor also offers standalone financial planning and consulting engagements on an hourly basis. Notably, the firm’s principal maintains an affiliated accounting practice and spends a majority of professional time in public accounting, and is also licensed as a life and health insurance agent; the brochure states the firm may provide tax and insurance advice and receive commissions from insurance sales. The brochure also discloses that the firm does not vote client proxies (clients receive and vote their own proxy materials), and custodial and execution arrangements are delegated to external broker‑dealer and clearing firms.

To learn more about the advisors currently working at Joseph C. Kelly & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.