About Us

Kelly Wealth Management (KWM) at HighTower is a nationally recognized wealth management firm located in Hunt Valley, Maryland.  Founded on the principle that advice should be transparent, customized and without conflict, KWM has built a strong reputation in the wealth management industry.  Our planning-based, fee-only structure allows for full transparency, appropriate guidance and advice that is without conflict.

Today, we have a diverse client base that includes wealthy individuals, families, foundations, endowments, trusts, and corporate retirement plans. We proudly serve clients in the Baltimore community, and throughout the country.

We are owned by the partners of the firm. Thus, we are free from the conflicts that arise when a corporate firm needs to serve the interests of its shareholders ahead of those of its clients. 

Managing Director and Partner Leo Kelly has received national recognition from a number of leading publications and industry trade groups as one of the most successful advisors in America. His industry honors include Barron’s “Top 100 Independent Financial Advisors” (2014-2016), Barron’s “Top 1200 Advisors by State” (2009-2016), as well as recognition from publications such as The Financial Times and Institutional Investor. Leo was also named a Finalist in the Maryland Region for Ernest & Young’s Entrepreneur of the Year award (2015).

Our Mission

We combine the responsiveness and flexibility of an independent, personal firm, with the depth of services and expertise of the largest investment management companies. 

Our team represents a center of service and stability to assist families with the stewardship of their wealth, thereby ensuring the preservation and growth of their financial assets and their family heritage.
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Service Standards

Kelly Wealth Management’s role varies with the needs of each client, from providing general consulting services, to selecting and monitoring separate account managers, designing asset allocations, or any of the multiple tasks required to operate a sound investment process. 

We concentrate on developing creative solutions that are tailored to address the complex challenges our clients face. Our thoughtful guidance is geared toward providing clients concrete examples of how our services can benefit them. Specifically, we strive for increased efficiency, improved portfolio performance, reduced portfolio risk, better administration and reporting, and significant cost savings.

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Alignment of Interests

We charge a fee for our services based upon the assets we manage. We have neither in-house products nor soft-dollar relationships with money managers that might influence our advice. As a result, our interests are perfectly aligned with those of our clients. We adhere to our role as stewards of wealth, rather than salesmen.
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