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Why is Bernard M. Kiely different from the competition?
Bernard M. Kiely stands out in several ways:
1. Fee-Only
2. Certified Public Accountant
3. NAPFA Registered Financial Advisor
4. WORTH Magazine four times
5. Enthusiastic Advisor
1. The most obvious difference is he is a Fee-Only financial planner. His compensation comes from fees paid to him by you, the client. He receives no commissions or referral fees from anyone for any reason. What does this mean to you? It means that there are no hidden agendas. His sole focus is on helping you achieve your financial goals and objectives and not on generating sales commissions.
2. The second and equally important difference is the fact that Bernard M. Kiely is a
Certified Financial Planner (CFP)
and a
Certified Public Accountant (CPA)
Bernie is both a CFPand a CPA. This is a dynamic combination, a true financial planning professional coupled with an income tax expert. When it comes to implementing an income tax plan, many financial planners will send you to your CPA. At Kiely Capital Management we can help you with all financial planning, income tax planning and income tax preparation right here in-house.
3. Bernard is a NAPFA Registered Financial Advisor. NAPFA– the National Association of Personal Financial Advisors – is the only professional association of Fee-Only comprehensive financial planners in the United States. As NAPFA Registered Financial Advisors our role in the lives of those we serve is clearly defined with our Core Values: Competency, Comprehensive practice, Fee-Only Compensation, Client Centered and Full Disclosure.
4. Bernard has consistently been listed by WORTH Magazineas one of “The Best Financial Advisors in the US” four times in a row. 5. Frequently, clients, prospective clients and other advisors have remarked on Bernard’s enthusiasm for financial planning and helping his clients. Investment Advisor Magazinesaid “Cheerleader is perhaps not the right word for a 52 year old, gray haired man in an oxford shirt, tie and dress shoes. Then again his intense enthusiasm for his profession certainly makes it fitting”. (IA Magazine December 2000). For Bernard, financial planning is not a job, it’s a vocation.
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