CFP®, CPA, MBA
Kiely Capital Management, Inc.
CFP®, CPA, MBA
Kiely Capital Management, Inc.
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bernard Kiely, CFP®, CPA, MBA
Fee-Only financial planner located in Morristown, NJ, serving clients locally and across the country
Bernard Kiely is a Morristown, NJ fee-only financial planner. Kiely Capital Management, Inc. provides comprehensive and objective financial planning, investment management and tax services to help near-retirees and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bernard Kiely is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bernard Kiely 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).
Bernie 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 a 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 a 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 professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Bernard Kiely is a Featured Guest on the For Advisors Podcast: "Working With Industry Organizations"
Bernard Kiely is a Featured Guest on the For Advisors Podcast: "Press Attention"
Bernard Kiely is Quoted on List23: "Should I make my residence on the shores my primary residence?"
Bernard Kiely is Interviewed Wall Street Journal Report with with Maria Bartiromo
Contact Bernard Kiely
51 Dumont Place
Morristown, NJ 07960-7101