Thank you for visiting Kiely Wealth Advisory Group.
We are excited to now be a part of Mercer Advisors.
Together Kiely Wealth Advisory Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life journey covered.
This powerful combination will enhance your overall client experience and bring new resources and services to an already robust Kiely Wealth Advisory Group offering.
Questions?
Please Note: Kiely Wealth Advisory Group is a tradename. All services provided by Kiely Wealth Advisory Group investment professionals provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Kiely Wealth Advisory Group.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors. Tax preparation and tax filing are a separate fee from our investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.