Kelly Wealth Advisors

Kelly Wealth Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Kelly Wealth Advisors, Financial planner, One Easton Way, Ste 550, Columbus, OH.

Amy Kelly, CFP®️CDFA®️is a fiduciary financial advisor local to Columbus, Ohio helping individuals plan for and pursue their financial goals for the next phase of life (a.k.a retirement!).

I’m thrilled to be quoted in this MarketWatch article!! While my ideal client is preparing for retirement, it’s never to...
06/09/2026

I’m thrilled to be quoted in this MarketWatch article!!

While my ideal client is preparing for retirement, it’s never too early to begin saving to your Roth IRA!!

Teens who don’t have summer jobs miss out on valuable work experience — and on prime years to invest their income.

We never want to grieve loved ones passing away, but from a financial perspective, there is tax planning to consider for...
06/04/2026

We never want to grieve loved ones passing away, but from a financial perspective, there is tax planning to consider for a surviving spouse:

Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning

You filed your taxes for last year!! See our blog post for the important information you should note from last year to h...
04/24/2026

You filed your taxes for last year!! See our blog post for the important information you should note from last year to help you plan for 2026.

As always, feel free to reach out with any questions.

Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning

Address

One Easton Way, Ste 550
Columbus, OH
43219

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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