Kelman and Magliari Advisory Group

Kelman and Magliari Advisory Group Kelman and Magliari Advisory Group, When you work with us, you receive:
1:1 financial advice based on your goals and needs. Ready to learn more?

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you sta

y on track. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

AI-driven data centers consume vast power and water, with demand potentially tripling by 2030. Let’s discuss how next-ge...
09/02/2026

AI-driven data centers consume vast power and water, with demand potentially tripling by 2030. Let’s discuss how next-gen infrastructure solutions can create compelling investment opportunities amid this accelerating demand.

AUGUST FULL MOON  -  STURGEON MOONThe name Sturgeon Moon comes from the giant lake sturgeon of the Great Lakes and Lake ...
08/28/2026

AUGUST FULL MOON - STURGEON MOON
The name Sturgeon Moon comes from the giant lake sturgeon of the Great Lakes and Lake Champlain; this native freshwater fish was readily caught during this part of summer and an important food staple for Native Americans who lived in the region. At one time, the lake sturgeon were quite abundant in late summer.
The word “sturgeon” means “the stirrer,” which is what this giant fish does when it is looking for food; it stirs up the mud and silt on river and lake bottoms. Notice the pointed snout and whisker-like tactile organs near the mouth.
Corn Moon (Algonquin, Ojibwe), Harvest Moon (Dakota), and Ricing Moon (Anishinaabe) signify that this is the time to gather maturing crops. Along the same vein, the Assiniboine people named this period Black Cherries Moon, referring to when chokecherries become ripe.

The Tlingit people of the Pacific Northwest traditionally called this time of the season the Mountain Shadows Moon.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

On August 27/28, 2026, a partial lunar eclipse will be visible from Greenland down through the Americas and from Africa ...
08/27/2026

On August 27/28, 2026, a partial lunar eclipse will be visible from Greenland down through the Americas and from Africa up through Europe. This will be a deep partial eclipse which starts at 20:38 CDT and ends at 02:01 CDT. The entirety of the eclipse is visible for the eastern half of North America and those in the west will see the partial eclipse underway when the Moon rises. No equipment is necessary to observe the eclipse however binoculars and telescopes can enhance the experience.

An eclipse is a type of syzygy involving the Sun, Earth and Moon. While the Sun, Earth and Moon reach syzygy twice every month at new and full moon, the alignment is not always precise enough to produce an eclipse. Solar and lunar eclipses occur when the Moon is seen at a crossing node which is when it appears to cross Earth’s ecliptic. The Moon goes through its two crossing nodes every 27.2 days in what is called a draconic month. Due to this being shorter than the moon phase cycle (synodic), the crossing nodes usually do not line up with new and full moons.

Tax strategies for college savings College planning isn’t just about saving — it’s about how you save.Tax‑efficient stra...
08/26/2026

Tax strategies for college savings

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Use the tax code to your benefit for a loved one’s education.

Saving for college? When college is around the corner, decisions move fast.Families often juggle tuition bills, aid offe...
08/25/2026

Saving for college?

When college is around the corner, decisions move fast.

Families often juggle tuition bills, aid offers, and payment options all at once. This guide outlines financial steps to consider as enrollment approaches. A little structure now can help families feel more prepared during a busy transition.

Key steps to consider ahead of your first tuition payment.

May the road rise up to meet you...Ah, you know the rest!!Happy Birthday, Mike
08/23/2026

May the road rise up to meet you...
Ah, you know the rest!!
Happy Birthday, Mike

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Address

Plymouth Meeting, PA

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+16103970997

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