Investment Management
For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime.
Financial and Retirement Planning
Financial planning is a significant element of our team's overall and proprietary process. It is this process, where we take the time to learn about you and your family, on an intimate level, that allows us to create a financial roadmap.
Tax and Estate Planning Strategies
We have all heard that there are only two certainties in life - death and taxes. Our team and process ensures careful planning around both subjects.
While we serve families from all walks of life; we discovered over the years we have a strong focus with business executives and owners, women, and young professionals. Our experience in serving each of these groups allows us to offer a unique perspective and provide advice that is more catered to each of their needs.
Learn MoreBryan Kelly, CFP®, CDFA™,
APMA®
Vice President | Financial Advisor
Adam Dutton, RICP®,
APMA®
Vice President | Financial Advisor
Paula Keylon
Senior Client Administrative Manager
Mindy Kelly
Senior Client Administrative Manager
Meet the Team
"Love the life you live. Live the life you love" - Bob Marley
Our Office
1307 E. Main Street, Suite 108
Chattanooga, TN 37404
Phone: (423) 826-8600
Email: Bryan.Kelly@stewardpartners.com
Adam.Dutton@stewardpartners.com
Paula.Keylon@stewardpartners.com
Mindy.Kelly@stewardpartners.com