Brian Kelley
Invest for today. Plan for tomorrow.
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Serving Clients Nationwide
Invest for today. Plan for tomorrow.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brian Kelley
Brian Kelley is a driving force behind all we do for our clients at Oath Planning.Growing up with four older sisters, Brian understood the significance of forging strong connections and nurturing relationships early on. With a father who worked in estate planning and a mother who taught at his grade school, the values of education, family, and planning were deeply rooted in him.
After pursuing a BA in Accounting from the University of Oklahoma, numbers became his forte. However, he recognized his heart's desire for more meaningful interpersonal connections than his accounting path could offer.
In 2017, Brian joined the Oath team as a project manager. During that time, he discovered his calling to become a financial advisor. Identifying a crucial need for clients to have fiduciary support in their financial planning, he embraced this transition with open arms.
Brian is enthusiastic about helping families achieve their financial goals, and he treasures the connections with our clients that make his role truly rewarding.
Outside the professional sphere, he is passionate about his vinyl collection, taking leisurely strolls with his dog, and exploring new travel destinations.
Primary Location
Brooklyn, New York
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Visit our website and click the 'Get your free consultation' button to request we contact you. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Oath Planning
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. We align your money with your meaning, and your wealth with your well-being, so you can finally step into the life you know you want to live, without what’s been holding you back.Your money should support the life you want to live today, not just a future many years away. Our fiduciary advisors simplify everything from investment strategy to tax minimization. With a single trusted partner by your side, you gain the confidence to live fully and plan wisely.
The best plans are simple. Working with Oath means a single point of contact for getting all of your finances in order. While most firms focus on asset growth alone, our integrated approach aligns every aspect of wealth to bring more purpose and presence to your life.
Education
University of Oklahoma, BA, Accounting
Hobbies and Interests
- Family
- Music
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Families
- Intergenerational Families
- Living in Retirement
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5 Stars
Oath Planning has provided careful guidance and services to protect my family 's investments and help us plan for the future. The Tulsa team is so responsive. I couldn't recommend them more!
5 Stars
I have had a great experience with Oath. The staff is very knowledgeable and always accommodating to my needs.
5 Stars
5 Stars
They are always responsive and helpful. They helped us set up an irrevocable trust about 6 years ago and we moved our 401K and 403B for them to manage with Fidelity. We are pleased with the results.
5 Stars
Super satisfied with Alec and how often he is checking up. Super grateful that I found this company to get me a head start.
5 Stars
Always promt and courteous. Service. I’m very satisfied with this firm.
5 Stars
My husband and I started our trust with OATH. Years later, as a widow, I have found them to be helpful and able to quickly getting money released when I need it.
5 Stars
5 Stars
5 Stars
Oath Planning has been a great group! They are knowledgeable and quite helpful. I have been pleased with the returns on my investments andcwith their willingness and ability to answer questions and duscuss and explain strategies.
5 Stars
They all are very knowledgeable and courteous. Helpful with anything that I need.
5 Stars
I utilized Oath Planning for my Family Trust and my investments. The Trust was not difficult because they are highly organized and answered all questions. The Fidelity Investments are expertly managed, and my money is moved to maximize growth. Looking to transfer moey from employer 401K into Oath management rather that the single Fidelity fund.
5 Stars
5 Stars
I work with Alec ...he and the Oath group are always there to ensure goals are being met and I understand what is happening. !
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