Kelly Greene is the opposite of the big, impersonal financial firms.  Its a boutique wealth building agency committed to it’s close advisor and client relationships.  We firmly believe in open communication and transparency, and working together for the greater good not only in our financial lives, but in the world.

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The Wall Street & large institution greed are what propelled Kelly Greene to creation.  “I have seen too many good people, doing what they thought was the right thing with their money, only to fail in the end.  Yet the brokers and big corporations succeed.” There are better solutions. We advocate for them.

 

Kelly Greene is named after founder Traci Kelly’s childhood home.  While it was a simple suburban house, it was full of love and community.  Everyone was welcome and made to feel comfortable and accepted in that home.  So the tradition continues at Kelly Greene.

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Additionally, a village greene was the space where the community could come together to support and build up the village together.  Socializing, commerce and relationships were strengthened in the village greene. We may be individuals but we are all in this together.  That is a principle we wholeheartedly embody at Kelly Greene.

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All of our advisors and financial resources are carefully vetted for not only efficiency, but for their shared values.  We really are committed to making a positive impact.