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.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/15/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
06/12/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/4e4fY8C

Has market uncertainty officially passed? Markets have seen quite the turnaround recently. But what’s fueling this rally...
06/11/2026

Has market uncertainty officially passed?

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

06/05/2026
Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving opt...
05/29/2026

Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider. We can help you weigh the pros and cons of each.
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What to consider as you choose an appropriate saving vehicle to meet your goals.

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

Website

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