Mark Kelly
Investment Advisor @University Financial Strategies, Llc
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WORK HISTORY
Investment Advisor @University Financial Strategies, Llc
Raleigh-Durham, NC, US
Fiduciary Leadership: Founded and operate a Fee-Only advisory firm, serving as a fiduciary in all client relationships to deliver unbiased advice in Comprehensive Financial Planning, Investment Management, and Tax Strategy.Holistic Wealth Coordination: Deliver integrated client services spanning Investment Management, Tax Planning, Guided Estate Planning, and Specialized College Funding strategies to ensure all wealth components work cohesively toward client goals.Innovative Retirement Management: Provide Active 401(k) Plan Management (via Pontera) to align client retirement assets with their broader financial strategy without requiring asset transfers or changing custodians.Behavioral Coaching: Provide targeted Financial Coaching, specializing in the Dave Ramsey 7 Baby Step process, to help clients gain control of cash flow, destroy debt, and build financial confidence.Expertise: Leverage 30+ years of experience in the financial services industry to simplify complex financial decisions for individuals and families.Investment Advisor Representative, University Financial Strategies, LLC, a Registered Investment Advisor
EDUCATION
St. Bonaventure University
Bachelor of Business Administration - BBA
St. Bonaventure University
BBA, Marketing
Southern Methodist University
Certificate Program in Financial Planning
SKILLS
ABOUT MARK KELLY
Are you feeling overwhelmed by complex investments, tax strategies, and the confusion around planning for your financial future?At University Financial Strategies, LLC, my mission is to simplify this entire process, serving and empowering you to make better financial decisions. I provide comprehensive, Fee-Only financial advice so you can confidently plan your tax-smart financial future, one baby step at a time.My practice offers coordinated strategies across all key areas of your financial life:Comprehensive Financial Planning: Holistic guidance combining investments, taxes, and cash flow.Fiduciary Investment Management: Customized portfolio design coordinated across all accounts, including specialized Active 401(k) Plan Management (using Pontera).Tax Planning & Strategy: Integrated strategies to minimize tax burden and maximize long-term savings.Guided Estate Planning: Streamlining the process to protect your assets and wishes for future generations.Financial Coaching: Debt reduction and cash flow management using the proven Dave Ramsey 7 Baby Steps methodology.As a CERTIFIED FINANCIAL PLANNER™ Professional practicing since 1992, I operate under a Fee-Only Fiduciary standard—meaning your best interest always comes first. Meetings are held virtually (via Zoom) for maximum convenience as we want to be available to help guide you in making the best financial decisions for yourself.Let\'s connect to discuss how we can simplify your finances. Book a complimentary consultation directly through my website: UniversityFinancialStrategies.com
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