Managing more than $2 billion in client assets, KWM provides personalized service to a diverse client base, including individuals, families, foundations, endowments, trusts and corporate retirement plans. We proudly serve high-capacity clients in the greater Washington, D.C., area and throughout the country with our planning-based, fee-only structure.
Independence is one of our greatest strengths. We are owned by partners who are not beholden to the conflicts that arise at times when corporate firms put shareholder interests first. At KWM, our clients’ interests come first.
Managing Director and Partner Leo Kelly is nationally recognized by numerous leading publications and industry trade groups as one of the most successful advisors in America. Honors include Barron’s “Top 100 Independent Financial Advisors” (2014-2016) and Barron’s “Top 1200 Advisors by State” (2009-2016). Additionally, he was name the #3 advisor in Maryland on the 2016 Barron’s “Top 1200 Advisors by State.” Leo was also recognized by The Financial Times and Institutional Investor, and named a 2015 Finalist in the Maryland Region for Ernst & Young’s Entrepreneur of the Year award.