Back to Search Favorites List

Mark Kelly (CFP®)

Mark Kelly focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues

Planning Specialties

University Financial Strategies, LLC is a 100% virtual, fee-only fiduciary financial planning firm based in Raleigh, NC, serving clients nationwide. I help individuals and families overcome financial overwhelm and move past analysis paralysis by turning complex financial decisions into clear, actionable steps.

As both a CERTIFIED FINANCIAL PLANNER™ professional and a Ramsey Master Financial Coach, I offer a unique dual approach. I combine technical expertise in tax optimization, investment management, and guided estate planning with practical, behavior-based coaching. Acting as your Personal CFO, I coordinate every layer of your financial life into one unified strategy.

Core Focus Areas:

  • Tax & Wealth Planning: Proactive tax-loss harvesting, Roth conversions, and fee-only portfolio management.
  • Cash Flow & Coaching: Grounded in Dave Ramsey’s 7 Baby Steps to master budgeting and eliminate debt using modern tools like Monarch Money.
  • 401(k) & 403(b) Management: Active oversight of employer plans via TIAA direct access and Pontera.

Whether you are a professional navigating a complex employer retirement plan or a family building long-term wealth, my virtual-first model delivers high-touch, friction-free guidance nationwide.

Additional Information

NAPFA Start Date

April 10, 2019

Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

4801 Glenwood Avenue Suite 200 PMB 630 Raleigh, NC 27612 Phone: (919) 391-7526
View
Visit Website