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Strengthening the Core
Of Your Financial Life


Explore My Services

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 strengthen the core of the financial area of your life, helping you achieve financial freedom and peace of mind.

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.


Ready to Learn More?

Meet Your Financial Advisor