The Kiely Wealth Advisory Team

Joseph Kiely Bio Scott Below Bio Katie Burr Bio Brownie Cordell Bio Kelly Kiely Bio

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. Eighteen 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 Virtual University, and peruse our Wealth Management Services. And please don’t forget to look over our groundbreaking “Pay It Forward” community service program. 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.

Meet Our Management TeamFinancial EducationKiely Wealth Advisory GroupEmpowerment & GivingClient Communications

  • Corporate Headquarters

    P.O. Box 756
    Oak Ridge, NC 27310
    Phone: 252-439-1888

  • Mountain Branch

    4 Highland Place
    Asheville, NC 28804
    Phone: 828-350-8681

  • Greenville Branch

    901 Forest Hill Circle
    Greenville, NC 27858

  • Coastal Branch

    1207 Earnley Cove
    Leland, NC 28451
    Phone: 910-579-8075

  • New York Branch

    8305 Decoy Run
    Manlius, NY 13104