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Kiely Wealth Advisory Group

EST. AUM
$525,000,000

CONTACTS
4

CLIENT ACCOUNTS
750

Firm Details

Metro area Raleigh
CRD Number 109438
Website thekielygroup.com
Client types

Overview

Kiely Wealth Advisory Group, Inc. is an independent wealth management firm registered with the Securities and Exchange Commission. More than 25 years ago, Dr. Joe Kiely set out to create a different kind of investment advisory firm that did away with commission-based selling and the inherent incentives to place clients in proprietary or inferior products. Instead, he focused on the needs of clients. To that end, he created a fee-only advisory practice that eliminates the conflict of interest inherent in the commission-based advisor model. In addition, he placed a strong emphasis on client education and empowering investors to make better decisions. Today that model is alive and flourishing.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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