Welcome to Kelly Financial Planning
Serving Individuals, Families & Groups from all Walks of Life
Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio. Through hourly services, Kelly Financial Planning provides hands-on financial guidance and education that is accessible to all.
MISSION
By integrating your financial picture with your life plan, you can take concrete steps towards your ambitions and find lasting financial security. Regardless of net worth or income, I partner with clients to define their life goals — and develop individualized financial strategies that support their vision.
Together, we overcome worries about time and money, unlocking new possibilities.
Why Kelly Financial Planning?
My Guidance Is Characterized by
INTEGRITY
Your best interest is my unwavering focus. As a fee-only, fiduciary advisor, I do not sell securities or financial products, nor do I receive commissions from third-parties. All advice is tailored to you and your needs.
Inclusivity
With no minimum net worth or income requirements, I serve a diverse range of individuals and families. All clients receive professional, competent and objective guidance.
Excellence
Providing superior, high-touch service is my approach. I strive to serve you with the diligence and attentiveness that you and your wealth deserve.