About Our Company

Kelley & Mullis Wealth Management, an independent investment firm, was founded over 25 years ago. Our primary focus is on our client, with a desire to provide personalized service to fit each individual's financial needs. Our goal is to provide superior customer service. We are blessed with amazing clients and feel our job is to care for them just as we would a member of our own family.

Meet Our Team

Kelley & Mullis Wealth Management Team

Investment Strategy

We consider ourselves to be conservative advisors. Our firm is not full of day traders in search of the next best thing, but rather focuses on a financial plan for the long term. We strive to meet each client’s goals by trying to achieve positive returns, while holding losses at a minimum. At Kelley & Mullis, we accept new clients that share in our investment philosophies on a regular basis. Our advisors are open to new clients of all income levels, because we know that each person's assets are equally important.

Trust is the most important part of any financial relationship. Therefore, it is our desire to become your “Financial Gatekeeper.” Kelley & Mullis Wealth Management has a network of professionals to provide our clients with the resources needed to meet all aspects of their financial needs. Our advisors, along with our close group of trusted partners, are available to assist clients in any area of their financial life from college planning to retirement, as well as accounting and legal services.

Our Broker Dealer

Founded in 1984, Securities America is one of the nation’s largest independent broker-dealers with $475 million in gross revenue for 2013, and 460 employees supporting more than 1,800 independent advisors responsible for $50 billion in client assets.

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.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Registered for securities in the following states:

AL, CO, FL, GA, IN, LA, MI, MO, MS, NC, NH, NM, OH, OK, PA, SC, TN, TX

Member FINRA | SIPC
BrokerCheck by FINRA