• 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

Find out more about us

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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

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 that 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.

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Securities America Form CRS