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Morning Star Market Barometer

A updated look at the entire stock market

Our Wealth Management

Kiely Wealth Advisory Group is a fee-only registered investment advisory firm that specializes in providing a comprehensive package of financial services to meet personal and/or corporate needs. Our primary goal is to educate individuals and organizations about today’s financial markets and to help them plan for a secure financial future. We believe in using well-diversified portfolios tailored to meet individual needs, risk tolerances and goals. We design specialized solutions for individual investors with long time horizons; retirees who need a steady income; small businesses who are growing and large established firms who often need specifically tailored 401k solutions. These portfolios are often integrated with other outside investments like real estate, retirement accounts or pensions. Our range of products and services are specifically tailored for:

Individual Investors High Net-Worth Clients
Dentist & Doctors Offices Corporations
Educational Institutions Government Bodies
Charitable Organizations Students

 

  • 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