History

Kiely Wealth Advisory Group, Inc. is a registered investment advisory firm with the Securities and Exchange Commission.  We are an independent wealth management firm with five offices in the state of North Carolina. The firm was originally established in Greenville, NC with the primary goal of helping Eastern Carolinian make better financial decisions. Dr. Kiely established the company with a deep desire to help individuals, families and businesses prepare for every aspect of their financial portfolios…particularly in the rural coastal areas of NC. He spread his financial message through educational seminars at local Universities and Community Colleges. Although the firm started as a small business to help the Coastal Carolinians, today after more than twelve years, the firm encompasses much more than a traditional independent wealth management firm.

With five offices across the state of North Carolina, Kiely Wealth Advisory Group now caters to a number of different individuals, companies and professional organizations across the state, the country and internationally. Today, Kiely Wealth Advisory Group has a number of specialized solutions for individual investors with long time horizons; retirees who need steady income; small businesses who are growing; and large established firms who often need specifically tailored 401k solutions.

Although the firm has grown in size and stature, it still remains steadfastly committed towards financial education.  Kiely Wealth Advisory Group has always had one goal in mind:

Passionately educate and empower anyone who has an interest in learning about investments.