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Kiely Capital Management
Bernie and Yvonne Kiely
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Mission Statement

Kiely Capital Management's mission is to help you plan for and enjoy your retirement through the well-defined and disciplined professional management of your financial resources. We will work with you to construct a financial plan that will make a significant difference in your life. Our approach to helping your family make the most of your retirement years is to first understand what you need and want. Only then can we offer you financial guidance that is really helpful.

It is our desire to form a long-term relationship with you, It is only through this extended working partnership that we are able to know what matters most to you and how to integrate this into your financial plan. We work with those who understand the value of having professional investment management and who wish to delegate the responsibility of investing their life savings to a trusted and experienced advisor. We take the impersonal and intimidating characteristics of tax regulations, stock market indices, and bond yields away so you can better understand and enjoy long-term financial security.

We are Fee-Only financial planners and investment advisors. Our mission is NOT to sell investment or insurance products. We receive no commissions or referral fees. We work only for our clients.

What does it mean to be "Fee-Only?" Click here to learn more.




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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