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Michael Kelly

Advisor at Procyon

Updated today
Procyon logo

Firm

Procyon

Location

Virginia Beach, VA

Credentials

CFP®, Series 63, Series 65, Series 66

Industry experience

22 years

Fee options

Fixed

Financial planning fixed fees generally range between $2,500 and $25,000. Educational seminars/workshops fixed fees up to $2,500 per engagement. Institutional consulting also offered for fixed fees.

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.65% annually $20,000,001 - $50,000,000: 0.55% annually $50,000,001 - $100,000,000: 0.45% annually $100,000,001+: Negotiable

Project-based

Managing Director $450/hr, Certified Financial Planners $350/hr, Non-CFP Analysts $250/hr for financial planning and consulting services. Institutional consulting services up to $450/hr.

Other

Fee-only: Financial planning and consulting services offered on hourly basis or fixed fee ranging from $2,500 to $25,000. Hourly rates: Managing Director $450/hr, CFP $350/hr, Non-CFP $250/hr.

Work history

Procyon Advisors, Llc

2021 - Present (5 years)

Pivotal Planning Group, Llc

2017 - 2021 (4 years)

G&G Insurance Services, Inc.

2009 - 2017 (8 years)

Godsey & Gibb Wealth Management

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Leland G

CFP®, EA

Virginia Beach, VA

PeaceLink Financial Planning

Hey there, I’m Leland! I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true. Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process. After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in. When I am not working with my clients, you can find me spending time with my wife, Lindy, our son, Levi, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating, drinking water, etc). As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Business ownership considerations Entity structure planning (LLC, S-Corp) Business Financial Management Real estate investing Self-Employed Founder/Business Owner Real Estate Professional Gen Y/Millennials (Born 1980-1995)

Adrienne R

CFP®, ChFC®

Virginia Beach, VA

Apforia

Are you a fellow GenXer who feels like you missed the boat on retirement planning? Are you trying to launch your kids, care for your parents and plan for retirement, all while trying to live well today? Are you getting ready to retire from the military or federal service and re-imagine the next phase of your life? I am here to help you stress less about your money and live more. Financial planning is the key to financial security. Financial security is the key to freedom; the freedom to change jobs or launch a new business; the freedom to move to a new neighborhood; the freedom to live life on your terms. I can guide you on your journey to financial freedom, security, and peace. Life doesn’t always go according to plan. As a military spouse, I learned to be adaptable, agile, and tenacious. My own financial journey started when it was suddenly up to me to plan for my family’s financial future while my husband was frequently deployed. Over the past ten years, I have helped countless military service members, law enforcement officers, and a whole lot of GenXers navigate life transitions, career changes, relocations, and retirements. As a Financial Planner, I get to make the world a better place, one family, one person at a time. I am a Certified Financial Planner™ Professional, Chartered Financial Consultant™ and Accredited Financial Counselor®. I started Clear Insight Financial Planning so that I could help more families achieve financial security and freedom. True to my counseling roots, I want to collaborate with you to help you find your path. If you are ready to worry less and live more, schedule a free consultation, call 509-847-4079 or email hello@myciwm.com.

Business ownership considerations Family Business Business succession planning Military & Veterans Founder/Business Owner Women Professionals Gen X (Born 1965-1980)

Gregory G

Series 66

Virginia Beach, VA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans Founder/Business Owner

Robert B

Series 63, Series 66

Virginia Beach, VA

Merrill

Robert Bradshaw is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He is the founding member of The Bradshaw Wealth Management Group and works with high-net-worth families, trustees, owners of closely held businesses, nonprofit organizations, and administrators of corporate retirement plans. Robert designs tailored wealth management and investment strategies by carefully considering each client's financial goals, family wishes, estate planning needs, and tax circumstances. He is also a qualified Portfolio Manager who builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm’s Investment Advisory Program. Robert began his career in financial services in 1999 and joined Merrill Lynch Wealth Management in 2002. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and earned his bachelor's degree in business administration from Coker College in Hartsville, South Carolina. Robert has been named to the Forbes “Best-in-State Wealth Advisors” list from 2018 through 2025. His client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Residing in Virginia Beach with his wife, Megan, and their three sons, Robert enjoys outdoor activities and spending time with his family. He has served on the board of directors for The First Tee of Hampton Roads and is a past president of the Bennett’s Creek Sertoma Club, an organization dedicated to helping hearing-impaired children in the Tidewater Region of Virginia.

Wealth management Retirement income strategy Income planning General estate planning guidance Retirement withdrawal strategies Parents Women Professionals LGBTQIA

Colin M

Series 63, Series 66

Virginia Beach, VA

Fidelity

Colin McDowell is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He brings to this position seven years of experience in the financial industry, including his previous role as a Portfolio Analyst at Blue Digital Capital, LLC from 2020 to 2022. Colin's professional focus centers on collaborating with clients in Hampton Roads to help them navigate and build their financial futures efficiently. Drawing from his global upbringing and diverse experiences, Colin works with investors from various backgrounds to develop and maintain financial plans tailored to their unique life situations. His approach emphasizes alignment of investment strategies with individual goals and circumstances. Outside of his professional work, Colin has interests in comedy, fitness, football, hiking, traveling, and volunteering.

Wealth management Passive / index investing

Ryan N

Series 66

Virginia Beach, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Military & Veterans
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