Welcome to Kiely Wealth Advisory Group, Inc.
Kiely Wealth Advisory Group, Inc. is an independent wealth management firm registered with the Securities and Exchange Commission. More than 25 years ago, Dr. Joe Kiely set out to create a different kind of investment advisory firm that did away with commission-based selling and the inherent incentives to place clients in proprietary or inferior products. Instead, he focused on the needs of clients. To that end, he created a fee-only advisory practice that eliminates the conflict of interest inherent in the commission-based advisor model. In addition, he placed a strong emphasis on client education and empowering investors to make better decisions. Today that model is alive and flourishing.
Please take a moment to meet our Management Team, familiarize yourself with our firm, and peruse our Wealth Management Services. We believe the power of long term investing goes beyond the financial markets and it includes educating students, empowering investors and helping all individuals make better “life” decisions.
For more detailed information on our services, please CONTACT US at:
Katie Miceli, VP, Client Services Director: firstname.lastname@example.org
Joe Kiely, PhD, President/CEO: email@example.com
Corporate HeadquartersP.O. Box 756
Oak Ridge, NC 27310
Mountain Branch4 Highland Place
Asheville, NC 28804
Greenville Branch901 Forest Hill Circle
Greenville, NC 27858
Coastal Branch5450-229 Trinity Landing Way
Wilmington, NC 28409