As a Certified Financial Planner®, Chartered Financial Consultant®, and Retirement Income Certified Professional®, Tom Kelly serves as a trusted partner to his clients, acting as both a personal chief financial officer and a financial concierge. His approach is fully integrated and holistic, ensuring that every aspect of a client’s financial life, from tax strategy and investments to retirement income, estate planning, and insurance, works together seamlessly in support of their broader life goals. No silos. No surprises. Just clear, coordinated guidance designed around what matters most.
At the heart of Tom’s practice is a genuine commitment to relationships. He cares deeply about his clients and their families, bringing intention, energy, and consistency to every interaction.
Outside the office, Tom enjoys spending time with his family, their cat and three dogs. A lifelong musician, he has played bass guitar since high school and continues to perform live on the local music scene. That same enthusiasm and sense of humor carry into his work, where he strives to make financial planning feel approachable, engaging, and even enjoyable.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.