Your Vision, Our Guidance
Our Core Principals
At Kelly Bratton Investments, we are guided by a set of core principles:
- Every client deserves to be heard and respected.
- Serving others isn’t just part of what we do – it’s who we are.
- Our process provides you with clarity and confidence in your financial decisions.
- Long-term investing is key; we don't engage in market timing.
- We believe in preparing for the future while remaining adaptable to change.
- Compound interest is the secret to long-term investment success.
Why Choose Us
Kelly Bratton Investments (KBI) is an independent financial planning and wealth management firm dedicated to helping you align your assets with your personal goals through a comprehensive yet straightforward process. Our philosophy is simple: when we do what’s right for clients, good things happen.
While we aim for excellent risk-adjusted returns in our portfolios, our primary focus is helping you define your goals, develop a clear plan, and track your progress. At KBI, we deliver concierge-level service backed by state-of-the-art technology.
Services
We offer a range of services designed to provide you with complete financial clarity:
Comprehensive financial analysis
Portfolio construction and ongoing management
Regular reporting and measurement to ensure you stay on track
Our Process
With over 30 years in the industry, we've developed a proven process to help clients identify their goals and measure progress. Through our Retirement Roadmap, we offer you the clarity and confidence to live your life knowing your finances are in good hands.
Your financial plan will be thorough yet flexible, designed to adapt as your life evolves. Our investment philosophy is built on the following key principles:
- Markets Work In ever-changing capital markets, we believe steady, long-term results are achievable.
- Diversification is Key Taking a global approach to investing and spreading investments across different asset categories helps mitigate risk.*Diversification and asset allocation do not guarantee returns or protect against losses.
- Risk and Return Are Connected Investing involves balancing risk and reward. Each investor’s comfort level plays a key role in this balance.
- Portfolio Structure Drives Performance The mix of assets in your portfolio will reflect your risk tolerance and influence overall performance.
About Us
Brendan Kelly
President
Phone: 610-209-0290
Email: brendan@getkbinvest.com
Brendan Kelly earned his finance degree from the University of Scranton in 1990 and has been working in the financial services industry ever since. He honed his skills at a financial planning firm before launching Somerset Capital Advisors in 2002. In 2009, he acquired a benefits consulting firm to better serve corporate clients, managing both companies until their sale in 2017 to Alera Group.
In 2024, Brendan founded Kelly Bratton Investments to offer independent, unbiased financial advice. Brendan and his wife, Lisa, have been married since 1994 and have three fantastic children. In his spare time, Brendan is an avid golfer, serves at Providence Church, and is a fitness enthusiast.
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Jay Bratton
Vice President
Phone: 609-847-7425
Email: jay@getkbinvest.com
Jay Bratton earned his finance degree from Stockton University in 2007 and launched his career in financial services. Jay led client relationships alongside Brendan at both, Somerset Capital Advisors, then at the Alera Group from 2009 to 2024. In 2024, he co-founded Kelly Bratton Investments with Brendan Kelly to deliver independent advice to clients. Jay and his wife, Allie, live in Southern New Jersey, with their two young boys. He spends his free time playing ice hockey, building projects, and traveling with his family.
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Our Partner
As a client of KBI, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At KBI, we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.
Aaron Gilman, CFA, CFP
Chief Investment Officer, IFP
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Kelly Bratton Investments.
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Pete Nunley, CFA
Director, Asset Management, IFP
Pete Nunley conducts due diligence for investments, helps financial professionals with investment-related tasks, forecasts market returns by running regression analyses using economic variables, assists in the surveillance of Schwab, Fidelity, and TD Ameritrade accounts, and much more. He also serves on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Kelly Bratton Investments.
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Jake Muehlschlegal, CAIA
Alternative Investment Analyst, IFP
Jake Muehlschlegel is responsible for performing the initial and on-going due diligence of alternative investments at IFP. Alternative investments include private real estate, hedge funds, private equity/credit, and real assets. Jake also serves as an extension of IFP's wealth management teams to provide insight on manager selection and customized alternative strategies. Lastly, Jake assists IFP's wealth management teams in completing complex tax strategies such as securitized 1031 exchanges and Qualified Opportunity Zone investments.
Mr. Muehlschlegal is an employee of Independent Financial Partners and not alliliated with Kelly Bratton Investments.
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Derek Wilkes
Chief Compliance Officer, IFP
Derek Wilkes serves as the Chief Compliance Officer for Independent Financial Partners. He is responsible for Compliance, Registration and Supervision. Derek is part of IFP’s Executive Management Team and a voting member of the IFP Investment Advisory Committee. He has many years of experience in the industry, previously in trading, operation leadership, as well as supervision for an Independent Brokerage space. He also served as front office management with Merrill Lynch and JP Morgan.
Mr. Wilkes is an employee of Independent Financial Partners and not alliliated with Kelly Bratton Investments.
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