Mark S. Kelly, CFP® University Financial Strategies, LLC.

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About Mark S. Kelly, CFP®

Hi. My name is Mark Kelly and I am the founder of University Financial Strategies, LLC. The reason I chose University in the name is that I specialize in proving Financial Planning for College Bound Families.

As a father of two daughters, I learned how complicated and emotional it is in helping choose and pay for a child’s education. Although I have 25 plus years in Financial Services and a wife who worked in College Admissions, I came to a greater understanding of the impact of sending your children has on your overall financial health. Other than possibly your home, education costs could be the greatest expense you will incur, and every dollar spent on college is a dollar that is NOT going toward your retirement. Today, a family can easily exceed $300,000 in college costs for one Child! Beyond Finances and paying for college we also run into the emotional decision of choosing a college. Many of the top schools don’t make it easy with constant marketing to your children and choosing a college is driven by emotion rather than thought out reason. With all this emotion we are turning out students and parents with debt they can’t afford impacting their ability to retire for parents and students who are delaying their life due to the burden of debt. Student loan just surpassing $1.5 Trillion.

Our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save ON college costs. I take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few. Today, parents of college-bound children should be able to expect more than just simplistic, one-size-fits-all savings strategies from their financial advisor. With me, you can expect more and I’ll deliver more!

I am a CERTIFIED FINANCIAL PLANNER™ . I completed my Personal Financial Planning coursework at Southern Methodist University in Dallas, TX and earned my Undergraduate degree in business from St. Bonaventure University in western New York. I am also a Dave Ramsey Endorsed SmartVestor Pro.

Originally from just outside New York City, I have been a North Carolina resident since 2014 after living in Barrington, Rhode Island and Dallas, TX. We live in Wakefield Plantation in North Raleigh near Wake Forest. We are happy to be here as my wife grew up in NC and has family in Morehead City and Beaufort.

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Ideal Clients

  • College Planning
  • Gen X
  • Investment Planning & Management
  • Offers Free Assistance to Furloughed Government Workers
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $100+
  • AUM: 1.25%
  • Fixed: $1,200+

SEC Records

States Registered

  • New York
  • North Carolina