YOUR GOALS
Kiely Capital Management is solely concerned with assisting you in meeting your life goals through the proper management of all your resources. Our success is not measured by performance statistics but rather by your success in achieving your long-term financial goals.
The Firm
Bernard Kiely is a Morristown, NJ Fee-Only Financial Planner serving Morristown and all surrounding areas. Kiely Capital Management, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.
Bernard Kiely is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Working Session
YOUR TIME, YOUR QUESTIONS
A two-hour working session for $500.00. You control the agenda. Bring in your pressing financial concerns, and leave with workable solutions.
News
Bernie Kiely & Pinnacle Advisor Solutions' Podcast
Episode 39: Bernie Kiely on Working with Industry Organizations
Bernie Kiely, highly respected and renowned advisor tells you how it is in the world of advisory practice and how to develop your practice through working closely with industry-oriented organizations. Bernie doesn’t pull any punches in this delightful half hour full of useful and valuable practice growth insights, you don’t want to miss this one.
Episode 29: Bernie Kiely on Press Attention
If you’re seeking growth for your practice, few things can spur some incoming calls like a positive review or mention in a newspaper or magazine article, or a guest spot on a talk show.
Bernie Kiely shows you that not only can you offer a wider range of skills and services, like accounting or business analysis, but you can reap some press attention for your firm with just a few simple techniques, and then put your presentation and teaching skills to use to help others, widening your referral base and building the practice even faster. This is a high-speed half-hour of nonstop insight from one of the top gurus at NAPFA and in the CPA world. Don’t miss this informative episode!
Fear of the Inevitable keeps some from important financial planning.
In the complicated world of financial wealth management, one thing that top advisors agree on is that failing to prepare for retirement, and for the possible sudden loss of a loved one, is actually preparing to fail.
2021 Marquis Who's Who Top Executives
View profile on Marquis Top Executives
2017 Robert J. Underwood Distinguished Service Award
The National Association of Personal Financial Advisors (NAPFA)
"New Jersey Five Star Wealth Manager"
every year since 2011
New Jersey Monthly Magazine
"The Best Financial Advisors"
four years in a row
WORTH Magazine
The Human Financial Project : Bernie Kiely
Ameritrade Institutional asked independent financial advisors what inspires them and defines their purpose.
This is Bernie’s story:
“My value is, I want to help people, I want to make a difference in their lives.
When a prospect comes in my office, they fill out a little card. And then I say, ‘how can I help you,’ and I keep quiet for as long as they want to talk.
Kiely Capital Management, Inc. is a registered investment advisor with the New Jersey Bureau of Securities. Kiely Capital Management, Inc. may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Kiely Capital Management, Inc. is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
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