• 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. 

    See Our Services

  • Investment Strategies Focused on You

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

    See Our Services

"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 35 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

Toll Free: (844) 715-6418

Email: info@kmwealthmanagement.com

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Compliance Standards

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures