Michael Zeke Kelly

About Michael Zeke Kelly

Wealth management is a holistic concept, but let\'s be honest — investment returns are the single biggest driver of your ability to retire well. — this is our primary focus.Simplicity is the ultimate sophistication.Since transitioning from a traditional brick and mortar firm post-2020, we’ve found that engaging virtually and remotely is not only more convenient for our clients, but is actually a more effective approach to mapping out financial goals and strategies.My calendar is open and accessible for “face-to-face” interactions throughout the year so you never have to sit in a pretentious office lobby again waiting for an advisor in an overpriced suit and ridiculous cuff-links.As a former US Army paratrooper and jumpmaster, I\'ve spent a lot of time underneath the safety and security of an inflated parachute canopy — it’s a symbol of relief and confidence as you step into the unknown.We represent that overhead assurance so you can descend peacefully to their financial objectives and defeat the Enemies of Wealth along the way. Canopy Financial Solutions is a fee-only Registered Investment Adviser (RIA) firm built specifically for the purpose of providing BETTER solutions to MORE people — wealth management, simplifiedWhether you’re bringing a million dollars to the table or just the discipline and desire to maximize your net worth, we leverage unique investment strategies and modern client resources to keep you on target and deliver you to your objective.

Experience

1. Founder

   Canopy Financial Solutions

   Aug 2022 — Present · Sanford, NC, US

Education

• University of North Carolina Wilmington

  Bachelor of Science - BS, Finance

  1999 — 2003

• United States Army Schools & Centers

  Advanced Military and Operational Studies