Welcome to Kelly Investment Management

At Kelly Investment Management, we are dedicated to crafting personalized financial strategies tailored to your unique needs and goals.

Meet Tom Kelly

Hello! I'm Tom Kelly, the founder of Kelly Investment Management. As a Certified Financial Planner® with years of experience in financial planning, my passion lies in helping clients navigate their financial journeys with independent and transparent advice. I am dedicated to continuous learning and staying updated on the latest financial trends to provide the best service possible.

Our Mission and Values

Our mission is to offer comprehensive, client-focused financial planning. We value integrity, personalization, and commitment to your financial success.

For more details visit the our services page, or the contact us page to set an appointment.

Contact Us

Feel free to reach out to Tom at tom.kelly@investwithkim.com or (919) 791-8884 for any inquiries or to schedule a consultation.