Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Kelly Wealth Advisors, Financial planner, One Easton Way, Ste 550, Columbus, OH.
Amy Kelly, CFP®️CDFA®️is a fiduciary financial advisor local to Columbus, Ohio helping individuals plan for and pursue their financial goals for the next phase of life (a.k.a retirement!).
06/09/2026
I’m thrilled to be quoted in this MarketWatch article!!
While my ideal client is preparing for retirement, it’s never too early to begin saving to your Roth IRA!!
How teens can turn a summer job into an extra $500,000 in savings when they’re older Teens who don’t have summer jobs miss out on valuable work experience — and on prime years to invest their income.
06/04/2026
We never want to grieve loved ones passing away, but from a financial perspective, there is tax planning to consider for a surviving spouse:
What is the Surviving Spouse Tax Penalty? Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning
04/24/2026
You filed your taxes for last year!! See our blog post for the important information you should note from last year to help you plan for 2026.
As always, feel free to reach out with any questions.
2025 Income Taxes are Filed, Now What? Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning
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