The Apollo Advantage: Serving Montgomery & Bucks County
Committed to Providing Personalized Service and Independent Advice
As financial markets become more complex, working with a financial advisor one can trust is more important than ever. Individuals and families are busy and often don’t have the time to manage and truly understand their investments. Working with an experienced advisor may provide a higher level of confidence as they approach retirement and other milestones.
Thomas Kelly works with the belief that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With more than 15 years of experience and a commitment to providing impeccable service, Thomas seeks to build long-term partnerships with his clients. By providing independent advice and honest recommendations, he can manage his clients’ assets and investments so they can instead focus on life and their retirement.
When working with Thomas, clients can benefit from:
- A holistic financial planning approach. From the first meeting, Thomas listens to clients’ goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, he seeks to develop a comprehensive strategy that grows with clients through the many stages of life.
- Independent advice. As an independent advisor, Thomas is committed to providing honest guidance. Without any conflicts of interest or quotas to meet, he develops strategies and makes recommendations based on each client’s individual needs and goals.
- Investment flexibility. Thomas is supported by broker-dealer LPL Financial, which does not offer any proprietary products. This means Thomas can choose professional investment strategies and products from a wide range of investment managers.
- Meeting flexibility. Thomas frequently works with clients in the comfort of their own home, office, or preferred location. He travels around the greater Philadelphia area to make it easier for his clients.
- Strong communication. Thomas seeks to stay in contact with his clients based on their preferences, whether it’s an annual review or a quarterly update. Before clients leave a meeting, Thomas sets up the next meeting in advance, helping ensure clients know when they’ll next speak with him.