Kiely Capital Management, Morristown New Jersey
   Call Us 973-455-1894 973-455-1894

Kiely Capital Management

Personal Investment Management and Financial Planning

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EXPERIENCE

Bernie is a frequent contributor to local columns including Biz Brain and NJMoneyHelp.

RECENT ARTICLES

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INTEGRITY

We are up front and open about our services and fees!

Let's get acquainted! Click here to schedule a free consultation.

This is not a problem solving session, but a get-acquainted meeting. We will discuss our services and fees and we will review samples of financial plans, investment reports and the other documents used in the planning process.

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YOUR TIME, YOUR AGENDA

2-Hour Financial Planning Session

$500.00 for 120 minutes -- you control the agenda.

The goal of this meeting is to provide you with as much information as possible during your two hours.

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Bernie KielyFear of the Inevitable keeps some from important financial planning.

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.

GET YOUR FREE COPY

The only thing we sell is good advice.

Bernie Kiely

Gold Star Bernie Kiely received the 2017 Robert J. Underwood Distinguished Service Award in recognition of an outstanding record of service to NAPFA, and the advancement of the practice of Fee-Only financial planning. Read More

Gold Star New Jersey Monthly Magazine listed named Bernie as a "New Jersey Five Star Wealth Manager" every year since 2011!

Gold Star Recognized by WORTH Magazine as one of "The Best Financial Advisors" in the nation four years in a row.

Read more about Bernie, Yvonne and Kiely Capital

The Human Financial Project: Bernard 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 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.

We provide a complete package of financial services that are seamless and completely coordinated - the way it should be. When you use individual Investment Managers, Stock Brokers, CPAs, and Insurance Agents, your personal and special needs tend to be overlooked due little coordination between each professional.

We are a true Fee-Only Investment Management and Financial Planning firm. Our services include discretionary asset management, retirement planning and income tax preparation. Our firm is registered with the New Jersey Bureau of Securities as a Registered Investment Advisor.

Call today to learn more! 973-455-1894

Conveniently located within walking distance of the Morristown Green, you will find our offices at 51 Dumont Place. Visit us today or call us at 973-455-1894!

Kiely Capital Management is located at 51 Dumont Place in Morristown, NJ

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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.

Content of this website is the property of Kiely Capital Management, Inc. and is protected by copyright laws.


 
 
Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.

“The only thing we sell is good advice.”

 

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