DISCLOSURE

CONNECT WITH US:

  • facebook-square
  • linkedin-square

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.”

©2018 Kiely Capital Management Inc. All rights reserved.

Website Design by VIP Solutions.biz

Our Team
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.

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.

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.

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.

» Learn more about all our services

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.

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.