
Seminar Schedule
Our firm was originally established as an educational consulting firm. Over the years, we have become more of a wealth management firm, since no other advisory firm seems to follow our long term common sense investment process. Thankfully, our core message has never changed. Our educational seminars are designed to educate investors about how to measure their risk, returns and fees. The workshops are designed to empower people to make better financial decisions on their own. Specifically, the workshops teach people how to use Morningstar.com to validate our educational process. Our core message teaches people how to diversify their portfolio correctly; find the best money managers for each area of the market; and how to do so at a reasonable cost.
Please call 252-439-1888 for more information or email katie@dev.thekielygroup.com
Spring Series To Be Announced
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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