About Our Company

Kelley & Mullis Wealth Management, an independent investment firm, was founded over 35 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 TeamInvestment 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

Established in 1997, Kestra has emerged as an industry leader in the realm of broker-dealers. Leveraging cutting-edge technology, Kestra is dedicated to empowering over 1,700 financial professionals to enhance their practices' efficiency, profitability, and overall satisfaction. With a commitment to delivering outstanding financial guidance, a diverse range of product offerings, and top-notch service, Kestra advises over $103 billion in assets and manages $51 billion in assets.

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).