In the News:
Read the Record Eagle's article;  Kevin Paul Kelly & Associates advises on the shore of Boardman Lake
Call 231-929-9600 for more information

Kevin Paul Kelly & Associates is an independent financial services firm, specializing in Financial and Investment Management Services. We are located in Traverse City, Michigan at Logan's Cove on beautiful Boardman Lake. In addition to our office in Traverse City, we supervise branch offices in Buffalo, NY; Milwaukee, WI; New York City; Philadelphia, PA, Evansville, IN, and New Jersey.  We are registered representatives of Financial West Group, a full service brokerage firm located in West Lake Village, CA.


Our goal is to distinguish each individual client and manage their assets in a way that truly reflects their personal needs and goals. Kevin Paul Kelly & Associates currently supervises and actively manages over $100 million in assets throughout the US.  We believe our success comes from our untiring focus on our clients' needs, our disciplined form of investing, and our belief that our best interests are served by doing what is in the best interest of our clients.


  • Financial Planning
  • Mutual Funds
  • Retirement Plans
  • Employee Benefit Plans/401k
  • Life Insurance
  • Education Savings Plans
  • Health Insurance
  • Estate Planning and Charitable Requests
  • Fee-Based Financial Plans
  • Annuities