Hi, I’m Tom Kelly, founder of Kelly Investment Management and a Certified Financial Planner®. Before I was helping people with their finances, I was working under the hood as an auto mechanic. I spent years diagnosing problems, fine-tuning engines, and making sure vehicles ran smoothly—until I realized I wanted to do the same for people’s financial lives.

Why Kelly Investment Management?

Haven was built on the belief that financial planning should be straightforward, personal, and built for real life. Here’s what sets us apart:

• No confusing jargon. I believe in clear, practical advice that makes sense.

• A problem-solving mindset. Just like fixing a car, financial planning is about diagnosing issues and creating solutions that work.

• A focus on you. Your financial journey is unique, and your plan should be too.

Let’s Build Your Financial Roadmap

Whether you’re looking to invest smarter, plan for retirement, or just get a better handle on your money, I’d love to help.

(919) 791-8884
tom.kelly@investwithkim.com

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