Kelley & Mullis Financial Updates

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Mid-Year Reviews Pay Off at Year-End

The middle of each calendar year marks an excellent time to review the health of your current financial plan. Life events, taxes, and market conditions can all dramatically affect your financial security.  

A review of your personal finances is a...

Kelley & Mullis Wealth Management Selected as a Member of the 2018 UAB Excellence in Business Top 25 Class

Kelley & Mullis Wealth Management Selected as a Member of the 2018 UAB Excellence in Business Top 25 Class

Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Alabama proudly announces that they have been selected as a member of the 2018 UAB Excellence in Business Top 25. The UAB National Alumni Society designed the UAB Excellence in Business Top 25 program to identify, recognize and celebrate the success of the top 25 UAB alumni-owned or UAB alumni-managed businesses.

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Saving for the Future

Saving for the Future

Saving for the future doesn’t just mean saving for retirement. It may mean saving for your children’s education or saving for children in general. It may also mean savings for a vacation or upcoming major purchases ranging in price from a new home...

Budgeting: A Lifelong Necessity

Why Should You Create a Weekly Budget?

Budgeting requires determining all of your expenses and that includes much more than just your monthly bills. To be financially smart, it is best to start with a budget as it is an effective way in helping you save and spend wisely. Start your...

Kelley & Mullis Wealth Management managing Partner Recognized in 2018 Barron’s Top Financial Advisors Ranking

Kelley & Mullis Wealth Management managing Partner Recognized in 2018 Barron’s Top Financial Advisors Ranking

Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham proudly announces that Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management has been named as one of ’America’s Top 1,200 Financial Advisors’ and ranked as a ’Top 10 Financial Advisor in Alabama’ for 2018.

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Kelley & Mullis Wealth Management Receives National Honor of Exemplary Office Award by Securities America, Inc.

Kelley & Mullis Wealth Management Receives National Honor of Exemplary Office Award by Securities America, Inc.

Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birminghamm, has been selected out of 1,500 firms across the U.S. for the national Exemplary Office Award by the Supervision and Compliance Departments at SAI for 2017. The award is based on employees’ pleasant responsive manner, involvement in the community and willingness to adapt to new policies and rules quickly and efficiently.

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Beware of Schemes During Tax Season

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money. For example, if you received an email from a...

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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