• Financial Gatekeepers

    We welcome the chance to meet you and would be honored to have the opportunity to work with you to help you plan your financial future.

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  • Investment Strategies Focused on You

    We provide a wide range of services to create a customized plan for each individual we serve. 

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  • Superior Customer Service

    We treat each client like a member of our own family, providing insight into the financial world that helps secure your future.

    Meet our Team

"In serving my client, I shall recommend that course of action which I would apply to my own family in the same situation."

 

Michael E. Mullis, Managing Partner

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Our Firm

Financial planning isn’t just about the numbers; it’s about the relationships. Dependable, ethical and purposeful are the cornerstones that drive Kelley & Mullis Wealth Management, an independent financial services firm. Founded over 25 years ago on these principles, their primary focus is on their clients, with a desire to provide personalized service to fit each individual’s financial needs.

At Kelley & Mullis Wealth Management, it is of the utmost importance that our relationships with our clients are built on a solid foundation of trust. Our services include Retirement Planning, Financial/Income Planning, College/Education Planning & Insurance Coverage Review

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Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Email: info@kmwealthmanagement.com

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Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

Registered for securities in the following states:

AL, AR, AZ, CA, CO, FL, GA, IN, KS LA, MA, MI, MS, NC, NJ, NM, OK, PA, RI, SC, TN, TX

Member FINRA | SIPC