Michael Kelley
CERTIFIED FINANCIAL PLANNER™
Kelley Financial Planning
Owner, Financial Planner
Michael Kelley
CERTIFIED FINANCIAL PLANNER™
Kelley Financial Planning
Owner, Financial Planner
Financial advice that’s billed hourly and available when you need it. It’s how your attorney and accountant charge, so why should we be any different? - Michael Kelley, CERTIFIED FINANCIAL PLANNER™
A Fee-Only financial planner located in Cleveland, OH, offering hourly, as-needed advice to help you worry less about money & get back to living your life
Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and founder of Kelley Financial Planning, a Fee-Only, Registered Investment Advisory (RIA) firm located in Cleveland, Ohio. He serves clients locally and also virtually across the country. Michael works with his clients on an hourly, as-needed basis to help them worry less about money and get back to living their lives! As a fee-only, fiduciary, and independent financial advisor, Michael Kelley, CFP® is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Michael's work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.
I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and founder of Kelley Financial Planning, a Fee-Only, Registered Investment Advisory (RIA) firm located in Cleveland, Ohio. I serve clients locally and also virtually across the country.
Instead of modeling Kelley Financial Planning after other firms, I started with a blank sheet of paper and designed a business model focused on providing the best service, for the best value with the best client experience.
As a fiduciary and fee-only financial advisor, I’ll be your guide through any of life’s challenging transitions and there to help you with any difficult decisions.
I work with clients on an hourly, as-needed basis to help them worry less about money and get back to living their lives!
My work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.
My love for investments started when I bought my first 3 stocks at the age of 14 (with my Dad’s help, obviously). Curious to know which ones? Walmart, JLG and Cisco. I can still remember anxiously waiting to read the Sunday paper and find out how my stocks performed that week. Wow, times sure have changed!
I’m a graduate from The University of Akron and a proud member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network (XYPN), the Certified Financial Planner Board (CFP®).
When I'm not in the office creating financial plans, you'll either find me on the golf course or walking the Metroparks with my wife and two dogs. Click here to see pictures of the pups!
My clients often have questions like this:
- How much money do I need to have saved before I can retire?
- I just started a new job. Can you help me select the right benefits (medical, disability, 401(k), HSA, etc.)
- When is the right time to start taking Social Security?
- How can I make sure that I won't become a burden to my family?
- How much money can I take from my retirement accounts each year?
- We've kind of been coasting and ignoring our finances. Can you provide us with a "plan" and get us on the right track?
- I prefer to manage my own investment accounts. Can you just provide me with a second opinion on my investment strategy?
- Should I pay off my mortgage before I retire?
- Is it better to take my pension as a lump-sum?
- Is that sales pitch on TV about an annuity too good to be true? (hint.... yes)
- Is it time to sell my stocks and buy bonds?
- Can you help me analyze my student loans?
If any of those questions sound like something you've been asking yourself, please schedule a free, no-obligation, 15-minute call by clicking here.
Michael Kelley 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
Kelley Financial Planning is a Fee-Only, Registered Investment Advisory (RIA) firm located in Cleveland, Ohio. Founded by Michael Kelley whose work has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.
Kelley Financial Planning provides comprehensive and objective financial advice on an hourly, as-needed basis.
As a fee-only, fiduciary, and independent financial advisory firm, we can never receive a commission of any kind, and always have a legal obligation to provide unbiased advice that's in your best interest.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
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Michael Kelley is a NAPFA-Registered Financial AdvisorThe 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.
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Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Michael Kelley is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Michael Kelley is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Michael Kelley is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Michael Kelley
Office Locations:
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600 Superior Ave. East
Cleveland, OH 44114 -
Cleveland, OH 44135