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Client Login
 * Home
 * About Us
   * Meet Our Team
 * Services
   * Retirement Planning
   * Financial / Income Planning
   * College / Education Planning
   * Insurance Coverage Review
 * Resources
 * News
 * Contact Us

 * Home
 * Client Login
 * About Us
   * Meet Our Team
 * Services
   * Retirement Planning
   * Financial / Income Planning
   * College / Education Planning
   * Insurance Coverage Review
 * Resources
 * News
 * Contact Us


 * 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.
   
   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


 * 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

Get Started Now


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


OUR RECENT NEWS


THE GREAT DEBATE CONTINUES: ACTIVE VS. PASSIVE





Whether it’s sports, music, or politics, life holds any number of “great
debates”– debates that never seem to reach a conclusion. In investments, that
great debate asks the question, “Active or Passive Investing: Which is Better?”



Read moreApril 4, 2024

--------------------------------------------------------------------------------

See All Posts



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

Get Directions


COMPLIANCE STANDARDS

Check the background of your financial professional on FINRA's BrokerCheck.

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


© 2019 KM WEALTH MANAGEMENT. ALL RIGHTS RESERVED.