VIEW ALL PROFESSIONALS

The Kelly Novak Group

410-659-8904

The Kelly Novak Group provides wealth management services to multi-generational families, individuals, foundations, and trusts.  Taking a collaborative approach to gain a deep understanding of each of client’s needs and objectives, the Kelly Novak Group delivers sophisticated, institutional level investment management solutions, customized financial strategies, and unwavering service.  Our client’s goals and desires are dynamic and always evolving.  Our responsibility is to make the appropriate adjustments to their financial plan, their investment portfolio and risk exposure to deliver the best possible outcomes.

 

Group Members

  • Steve Kelly

    Financial Advisor, Managing Director

    Email
    View Profile

    The Kelly Group provides wealth management services to multi-generational families, individuals, foundations, and  trusts.  Taking a collaborative approach to gain a deep understanding of each of client’s needs and objectives, the Kelly Group delivers sophisticated, institutional level investment management solutions,…

  • Matt Novak, CFP®

    Financial Advisor, Vice President

    Email
    View Profile

    As part of the Kelly Group, Matt focuses on providing clients with institutional-caliber tailored investment solutions, customized financial strategies, and first-rate client service. More specifically, Matt strives to optimize both the asset and credit side of a client’s balance sheet.…

Contact Me