Our Story & Approach

For over 25 years, The Kelliher Corbett Group has been a trusted advisor to individuals, families, businesses and nonprofit organizations. We provide clients with the scope, scale and oversight of a global financial services firm coupled with the independence, objectivity and service capabilities of a boutique advisory and consulting group.

Core Services

• Experience & Resources that Make a Difference
• 14-Member Practice with More than 220 Years of Combined Experience
• Over $ 3.3 Billion in Assets Under Management (As of 1/31/18)
• Over 100 Institutional & Corporate Clients
• Serve Approximately 30,000 Retirement Plan Participants
• Backed by the Strength of Morgan Stanley - $2.2 Trillion in Assets Under Management


Independent & Objective Stewards

• Open Architecture Platform
• Independent, Non-Proprietary Investments
• Complete Fee Transparency & Cost-Efficient Solutions



Awards & Recognition

• 13 - Time Recipient - "Top 100 Retirement Plan Advisory Teams" - PLANADVISER Magazine - The Kelliher Corbett Group (2004-14, 2016, 2018)
• 5 - Time Recipient - "America’s Top 1200 Financial Advisers" - Barron's Magazine - Stephen Kelliher (2014 - 2018)
• 2017 Recipient - "Top DC Advisor Firms" - National Association of Plan Advisors (NAPA) - The Kelliher Corbett Group (2017)
• 2017 Recipient - "Top 401 Retirement Plan Advisors" - Financial Times - Joseph McLaughlin (2017)
Services Include
  • Professional Portfolio Management1
  • Endowments and Foundations2
  • Corporate Retirement Plans3
  • Executive Benefit Services4
  • Institutional Services
  • Retirement Planning5
  • Financial Planning6
  • Taft-Hartley Plans
  • 401(k) Rollovers
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Retirement Plans

  • Experience & Resources That Makes A Difference
    Even elite athletes seek out a coach with the experience and qualifications to offer the training and support required to continually improve their game. The same is true when you’re managing a retirement plan and helping your employees plan for their future.

    For over 25 years, The Kelliher Corbett Group has worked in a collaborative and professional manner with Plan Sponsors to create a reliable process around all critical areas of plan design and oversight. As seasoned professionals who focus on the retirement plan industry, we know first-hand how to get to the heart of what matters most. We also know what it takes to achieve results and drive outcomes by fully leveraging valuable resources to support your vision. We’ve built our practice around customizing financial solutions for organizations just like yours.
  • Comprehensive Advisory & Consulting Solutions for:
    • Defined Contribution - Profit Sharing, 401(k), 403(b) and 457 Plans
    • Defined Benefit - Pension and Cash Balance Plans
    • Non-qualified Deferred Compensation Plans
  • Choose a Fiduciary Wisely
    When hiring an Advisor to help you fulfill your fiduciary duties, it’s important to align with a firm that has the size, strength and resources to meet your needs today and in the future. Fiduciary support is only as meaningful as the organization standing behind it.
  • Custom Solutions for Individuals & Families
    What are your financial goals and dreams?


    The Kelliher Corbett Group has the experience and resources to translate your goals into a personalized strategy. Working closely with you, and acting as your advocate, Portfolio Manager and Financial Advisor we will develop a tailored investment portfolio that is durable through even the most challenging market cycles. We are passionate about developing a long-term relationship with each client, that fosters trust and delivers the results you desire. Ultimately our core focus is on Risk - Relationship - Results.
  • Core Services & Capabilities
    • Custom Portfolio Management
    • Financial & Retirement Planning - LifeView
    • Trust & Legacy Planning
    • Charitable Giving
    • Investment Tax Optimization Strategies
  • A Disciplined Approach
    The Kelliher Corbett Group's personalized wealth management process, begins with you, your investment objectives and your financial goals. Leveraging our vast resources including intellectual capital, experience and dedicated personal service we can work with you to create a custom portfolio. Then, over time, we can adapt it to changing circumstances, helping you to achieve and to protect you goals.
  • Prudent Stewardship That Seeks to Optimize The Resources That Support Your Mission
    Like many leaders of nonprofit organizations, you face a growing list of challenges such as managing your operating budget and funding sources. For charitable entities, new donations can be hard to nurture year after year and market volatility can take a toll on existing investments.


    The management of institutional portfolios has never been a simple matter, and today, investment and fiduciary responsibilities are more demanding than ever before. You need an investment consultant who not only understands these sensitivities, but has the knowledge and experience to execute your investment strategy within your risk parameters - while supporting the long-term mission and strategic goals of your organization.

    For more than 25 years, The Kelliher Corbett Group has provided full-scale, customized solutions for a wide range of institutional clients. We offer a unique client experience: the close relationship you expect from an investment boutique, backed by the industry leading analysis and fiduciary oversight of a global leader.
  • A Passion for Working with Nonprofits
    Like you, we care deeply about the work we do. At the heart of our practice is our pledge to earn your trust through prudent stewardship of your assets.

    For decades, we have helped institutional trustees, directors and investment committee members to manage and meet their fiduciary responsibility. We are guided by a set of core principles that include acting in the best interest of our clients, providing objective investment recommendations tailored to each client's needs and maintaining the highest level of ethical and professional standards.

    Your dedicated team's top priority is to understand and consult on the specific needs of your organization in a collaborative, professional and educational manner — one that places your goals at the center of our relationship.
  • Giving Back
    The Kelliher Corbett Group personally sponsors or donates to approximately 50 different charitable organizations annually.
The Kelliher Corbett Group is Proud to Support
  • Alzheimer’s Association
  • American Cancer Society
  • American Diabetes Association
  • Associated Industries of Massachusetts
  • Bishop Feehan High School
  • Boston Bruins Foundation
  • Boston Children’s Hospital
  • Boys & Girls Club of Manchester
  • Boys & Girls Club of Marshfield
  • Boys & Girls Clubs of Dorchester
  • Colby College
  • Cornell University
  • Coyle Cassidy High School
  • Credit Union Kids @ Heart
  • DCU for Kids
  • Duxbury Education Foundation
  • Duxbury High School Boosters
  • Family Services Greater Boston
  • Friends Academy
  • Friends of Inly School
  • HFCU Charitable Foundation
  • Homes for Our Troops
  • JDRF – Juvenile Diabetes Research Foundation
  • Manning Mahoney Scholarship Golf Classic
  • Massachusetts Maritime Academy
  • Massachusetts Maritime Academy Foundation
  • Matt Light Celebrity Shoot Out
  • Muscular Dystrophy Association
  • Music Drives us Foundation
  • New England Women’s Leadership Awards
  • Norwell Food Pantry
  • Pan-Mass Challenge
  • Project Bread
  • Samaritans
  • South Plymouth Youth Baseball
  • South Shore Conservatory
  • South Shore Habitat for Humanity
  • Spaulding Adaptive Sports Center
  • Special Olympics – Rhode Island
  • Special Olympics – Massachusetts
  • Stonehill College
  • Susan G. Komen 3-day
  • The 200 Foundation
  • The ALS Association
  • The Angel Fund
  • The Arc of the South Shore
  • The Bridge Center
  • The Corey C. Griffin NHL Alumni PRO-AM Tournament
  • The Credit Union Association of Rhode Island
  • The Leukemia & Lymphoma Society
  • The One Fund
  • The Sport Museum
  • The Tomorrow Fund
  • The Watershed Fund
  • Tommy Gunning’s Family Scholarship Fund
  • United Way of Massachusetts Bay and Merrimack Valley
  • Wounded Warrior Project
  • Yoga Reaches Out
  • Zamir Choral of Boston

Location

141 Longwater Drive
Ste 102
Norwell, MA 02061
US
Direct:
(781) 681-4949(781) 681-4949
Toll-Free:
(877) 535-4437(877) 535-4437

Meet The Kelliher Corbett Group

About Me

Professional Details


26 Years of Industry Experience
Founded The Kelliher Corbett Group in 1992
Named 5-Times by Barron’s Magazine as one of "America’s Top Financial Advisors" (2014, 2015, 2016, 2017 & 2018)
Selected to serve on the Firms National Advisory Council (1 of only 15 selected out of 18,000 advisors)
Post-Graduate studies in Finance at Bentley College's McCallum Graduate School
PLANSPONSOR Retirement Professional™ (PRP™) designation from Asset International's PLANSPONSOR Institute
Accredited Investment Fiduciary (AIF) designation from the University of Pittsburg Katz Graduate School's Center for Fiduciary Studies
Securities Agent: TX, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, OK, OH, NY, NM, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative

About Me

Professional Details


26 Years of Industry Experience
Award Recipient of the  Five Star Wealth Manager Award in 2012
Board Member, The Foundation for Beth Israel Deaconess Hospital – Plymouth
Trustee at The Boys & Girls Clubs of Dorchester
Securities Agent: WI, WA, VT, VA, UT, TX, TN, SC, RI, PA, OK, OH, NY, NM, NJ, NH, NE, NC, MO, MN, ME, MD, MA, KY, KS, IN, IL, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative

About Me

Professional Details


23 Years of Industry Experience
Named in 2017 by Financial Times as a "Top 401 Retirement Plan Advisor"
Accredited Investment Fiduciary (AIF®) designation from the University of Pittsburgh Katz Graduate School's Center for Fiduciary Studies
Chartered Retirement Plans SpecialistSM (CRPS®) designation from the College of Financial Planning
PLANSPONSOR Retirement Professional™ (PRP™) designation from Assets International's PLANSPONSOR institute
Frequent speaker at retirement plan industry conferences and educational workshops for plan sponsors
Securities Agent: TX, WI, WA, VT, VA, UT, TN, SC, RI, PA, OK, OH, NY, NM, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative

About Me

Professional Details


24 Years of Industry Experience
Plan Sponsor Professional (PRP™) designation from the Plan Sponsor Institute
Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies at the University of Pittsburgh
Securities Agent: WI, WA, VT, VA, UT, TX, TN, SC, RI, PA, OK, OH, NY, NM, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative

About Me

Professional Details


33 Years of Industry Experience
MBA from the Johnson School at Cornell University
Portfolio Manager
Securities Agent: TX, CA, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, OK, OH, NY, NM, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative

About Me

Professional Details


12 Years of Industry Experience
Chartered Financial Analyst®
Member of The CFA® Society Boston
Portfolio Manager
Securities Agent: TX, RI, WI, WA, VT, VA, UT, TN, SC, PA, OR, OK, OH, NY, NM, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1460441

About Me

Roles & Responsibilities


Corporate Client Relationship Management and Support
Retirement Plan Sponsor Training and Education
Retirement Plan Participant Inquires and Education
Assisting the Corporate Retirement Directors on Plan Management, Design and Testing


Professional Details


22 Years of Industry Experience
Series 6, 7, 63 and 65 Registered Representative

About Me

Roles & Responsibilities


Conducting Investment Due-Diligence
Executing Trades and Portfolio Rebalancing
Developing Portfolio Review Material and Custom Reports
Collaborating with our Portfolio Managers on Asset Allocation and Implementation
Crafting Financial Research Summaries
Attending Industry Events and Meeting Regularly with Investment Companies

Professional Details


11 Years of Industry Experience
Chartered Financial Analyst®
Series 7 and 66 Registered Representative
B.S. Degree in Economics and Finance from Bentley College
Studied at the University of Hong Kong Faculty of Business and Economics
Member of The CFA Society Boston

About Me

Roles & Responsibilities


Conducting Investment Due-Diligence
Executing Trades and Portfolio Rebalancing
Developing Portfolio Review Material and Custom Reports
Collaborating with our Portfolio Managers on Asset Allocation and Implementation
Crafting Financial Research Summaries
Attending Industry Events and Meeting Regularly with Investment Companies

Professional Details


8 Years of Industry Experience
Chartered Financial Analyst®
Series 7 & 66 Registered Representative
B.S. Degree in Finance & Minor in Economics from Providence College

About Me

Roles & Responsibilities


Creating Tools, Strategies & Solutions That Foster Client Engagement
Managing and Implementing Client Communication and Marketing Campaigns
Facilitating Community Involvement and Client Sponsorship Requests
Creating and Managing Seminars, Events and Webinars
Managing our Website and Social Media
Conducting Plan Participant Education
Responding to Plan Participant Inquires

Professional Details


2 Years of Industry Experience
Series 7 & 66 Registered Representative
B.S. Degree in Finance from Bentley University

About Me

Roles & Responsibilities


Providing Exceptional Client Service and Support
Promptly Responding to Client Inquires
Providing Stock Quotes and Account Information
Issuing Checks and Facilitating Wire Transfers
Credit and Debit Card Support
Online Access Assistance

Professional Details


17 Years of Industry Experience
Series 7 and 66 Registered Representative

About Me

Roles & Responsibilities


Providing Exceptional Client Service and Support
Promptly Responding to Client Inquires
Providing Stock Quotes and Account Related Information
Issuing Checks and Facilitating Wire Transfers
Credit and Debit Card Support
Online Access Assistance 

Professional Details


7 Years of Industry Experience
Series 7 and 66 Registered Representative 

About Me

Roles & Responsibilities


Providing Exceptional Client Service and Support
Promptly Responding to All Client Inquires
Providing Stock Quotes and Account Information
Issuing Checks and Facilitating Wire Transfers
Developing LifeView® Financial Plans

Professional Details


3 Years of Industry Experience
From Our Team

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Investment and Market Perspectives

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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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  • IRA Plans
  • Retirement Income Strategies
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  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
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1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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