Personal Investment Management and Financial Planning
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.
Located conviently 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!
The Human Financial Project:
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.
Content of this website is the property of Kiely Capital Management, Inc. and is protected by copyright laws.
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.