A complete list of active advisors currently associated with Kelly Investment Management, LLC

Warmer can help you find a great advisor at Kelly Investment Management, LLC or one who fits your needs even better.

Kelly Investment Management, LLC provides investment advisory and financial planning services to individuals, families, and small business owners under the assumed business names Haven Financial Advisory and Cofactor Financial. The firm offers managed accounts through qualified custodians and standalone financial planning and consulting engagements tailored to client needs. The firm’s investment process centers on matching asset allocation and strategy to each client’s time horizon and risk tolerance, employing techniques such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases as appropriate. Clients complete a risk profile and receive at least quarterly reviews; accounts may be managed either discretionary or non‑discretionary, with a meaningful portion of assets handled on a client‑directed (non‑discretionary) basis that requires client approval for trades. Kelly Investment Management’s small scale — a single advisor serving a very limited client base and managing roughly $571,000 in total AUM split nearly evenly between discretionary and non‑discretionary mandates as of February 4, 2026 — distinguishes it from most independent peers. The firm also notes it does not accept commissions for product sales and offers a range of fixed‑scope planning modules while recommending a small set of preferred custodians (though clients may direct brokerage).

To learn more about the advisors currently working at Kelly Investment Management, LLC, 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.