Michael Kelley (CFP®, CLU)

Michael Kelley focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

I work with people who are in their mid-twenties to mid-seventies. They work in various professions. Some are retired. Some are about to get married. Some have baby fever and just want to make sure they will be okay financially. My clients don't fall into a specific group or niche but they are all serious about saving and working to achieve their financial goals. They hire me to collaborate with them, hold them accountable, and help them maximize their fullest financial potential.

That seems a little wordy, just think about it like this, "I'm not here to make you rich, I'm just here to make sure you don't go poor".

Additional Information

Head over to my website www.fee-onlyadvisor.com and read all about my story. You'll also get to see pictures of my wife and two dogs. Feel free to schedule a consultation if you would like to learn more. No strings attached. Free Consultation

NAPFA Start Date

August 16, 2018

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This Office

600 Superior Ave. East PMB #13107 Cleveland, OH 44114 Phone: (330) 990-8895