OUR EXPERIENCE
Kiely Capital Management, Inc. has been providing Fee-Only financial planning, investment advisory and income tax services for individuals for over 30 years.
Bernie has been a Certified Financial Planner licensee and Registered Investment Advisor since 1983.
OUR INTEGRITY
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.
We are up front and open about our services and you will find our fees listed on each page.
YOUR OBJECTIVES
In addition to our other services, we offer you a two-hour Financial Planning Session. For 120 minutes, you and the questions and you control the agenda.
The goal of this meeting is to provide you with as much information as possible during your two hours.
Our Team
Bernard M. Kiely
CPA, CFP, MBA
Bernie has been a Certified Financial Planner licensee and Registered Investment Advisor since 1983. He is one of 2,000 members of the National Association of Personal Financial Advisors (NAPFA).
Bernard is a member of the American Institute of CPA's (AICPA) and the New Jersey Society of CPA's (NJSCPA) where he is a former member of the Board of Trustees and a former Chairman of the Personal Financial Planning Committee. Bernie has a BA in Accounting from Upsala College and an MBA from Rutgers University.
Yvonne C. Kiely
MBA
Yvonne is Vice-President and Treasurer of Kiely Capital Management, Inc.where she manages the day-to-day investment and reporting processes.
She has a BA in English and a BS in Accounting (Magna Cum Laude) from Upsala College and an MBA in Finance from Rutgers University.
Alexandra Kiely
BA
Alexandra is a tax preparer for Bernard M. Kiely, CPA, and a Client Services Assistant for Kiely Capital Management.
She graduated summa cum laude from Drew University in 2012 and joined the firm later that year. She has a B.A. in art history.