Financial Planning, Investment Management & Tax preparation/planning
We are a full service investment advisory firm providing portfolio management and financial planning services located in Morristown, NJ.
We are Fee-Only, we do not sell insurance, annuities or investment.
We are Fiduciaries.
Keywords: fee-only, financial advisors, investment advisors, portfolio management, financial planners, Kiely Capital Management Inc., Morristown, NJ, retirement, investment advisers, portfolio managers, insurance, advisory, securities, investment managers, stocks, bonds, mutual funds
Interview Q&A
How long have you been in business?
I started my business on the first working day of 1983. So it has been 32 years.
What is your primary product or service?
We provide financial planning, investment management and income tax preparation for individuals. We are Fee Only which means our clients pay us a fee for our services. We are not insurance or investment salesmen.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Bernie has been providing Fee-Only financial planning, investment advisory and income tax services for individuals for over 25 years. He was recognized by WORTH Magazine as one of "The Best Financial Advisors" in the nation four years in a row. His practice was profiled in the December 2000 issue of Investment Advisor Magazine and in the February 2003 issue of the NAPFA Advisor. Accounting Today magazine has twice listed him as one of the CPAs to know in financial planning. New Jersey Monthly Magazine listed named Bernie as a "New Jersey Five Star Wealth Mangaer" in both 2011 and 2012.
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). He is a past member of the NAPFA National Board and is currently Dean of the NAPFA School of Taxation. 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.
How do you differentiate yourself from other businesses in your category and area?
We are independant. We work for our clients, not for a corporate parent
How many locations do you have and do you have plans to expand?
We are at 51 Dumont Place Morristown, New Jersey 07960
973 455-1894
Provide detailed directions to your location
One block off the Morristown Green
What type of payments do you accept?
We accept cash and checks
Which areas do you service?
Two Hour Consultation
Introducing a Two Hour Financial Planning Working Session for $500.00
This is a real working financial-planning session. It is ideal for those who do not want the conflicts inherent in commission-based planning and do not want the expense of a complete written financial plan. For 120 minutes you control the agenda. We will discuss your financial planning, income tax or investment problem. The goal of this meeting is to provide you with as much information as possible during your two hours.
Here are some sample topics that we could discuss:
It's your time!
College Saving Plan
Retirement Cash Flow
Life Insurance Review
Investment Asset Allocation Review
Mutual Fund Basics
Evaluation of your 401(k) Plan
Review Of Your Early Retirement Offer
Discussion Of Lump Sum vs. Lifetime Annuity
IRA Required Minimum Distributions
Tax Effect Of Selling A Large Appreciated Asset
Advantages & Disadvantages of Trusts
Who owns your company or runs daily operations?
Yvonne and I own the company.
What are your hours of operation?
Nine to five, Monday to Friday. We are available evenings and Saturdays, by appointment.
What is the best compliment anyone can give you?
Thanks for a good job!
Contact BERNARD KIELY, CPA and Kiely Capital Management, Inc.:
