CFP®, CPA, MBA
Kiely Capital Management, Inc.
Fee-Only financial planner located in Morristown, NJ, serving clients locally and across the country
Bernard M. Kiely, CPA, CFP, MBA
Bernie has been providing Fee-Only financial planning, investment advisory and income tax services for individuals for over 30 years. He was recognized by WORTH Magazine as one of "The Best Financial Advisors" in the nation four years in a row. His practice was profiled in the December 2000 issue of Investment Advisor Magazine and in the February 2003 issue of the NAPFA Advisor. Accounting Today magazine has twice listed him as one of the CPAs to know in financial planning. New Jersey Monthly Magazine listed named Bernie as a "New Jersey Five Star Wealth Mangaer" in 2011, 2012 and 2013.
Bernie has been a Certified Financial Planner licensee and Registered Investment Advisor since 1983. He is one of 2,000 members of the National Association of Personal Financial Advisors (NAPFA). He is a past member of the NAPFA National Board and is currently Dean of the NAPFA School of Taxation. Bernard is a member of the American Institute of CPA's (AICPA) and the New Jersey Society of CPA's (NJSCPA) where he is a former member of the Board of Trustees and a former Chairman of the Personal Financial Planning Committee. Bernie has a BA in Accounting from Upsala College and an MBA from Rutgers University.
Bernard Kiely is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Kiely Capital Management's mission is to help you plan for and enjoy your retirement through the well-defined and disciplined professional management of your financial resources. We will work with you to construct a financial plan that will make a significant difference in your life. Our approach to helping your family make the most of your retirement years is to first understand what you need and want. Only then can we offer you financial guidance that is really helpful.
It is our desire to form a long-term relationship with you, It is only through this extended working partnership that we are able to know what matters most to you and how to integrate this into your financial plan. We work with those who understand the value of having professional investment management and who wish to delegate the responsibility of investing their life savings to a trusted and experienced advisor. We take the impersonal and intimidating characteristics of tax regulations, stock market indices, and bond yields away so you can better understand and enjoy long-term financial security.
We are Fee-Only financial planners and investment advisors. Our mission is NOT to sell investment or insurance products. We receive no commissions or referral fees. We work only for our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Bernard Kiely is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bernard Kiely is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Bernard Kiely is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Bernard Kiely
51 Dumont Place
Morristown, NJ 07960-7101