Personalized Planning from a Trusted Source
Kelley C. Pyles
Certified Financial Planner®
Certified Long Term Care Specialist
Independent Fiduciary Adviser
Customized Financial Planning & Investing
We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
30
YEARS IN INDUSTRY EXPERIENCE
100m+
$ Assets Under Management
10
Top 10 Producer Since 2015
9 Ways to Know...
Are You on Track for Retirement?
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Professional Achievements
Certified Financial Planner®
Since 2014
Association of Financial Educators
Since 2025
MassMutual Ascend
Top Producer: 2023 & 2024
Allianz Life & Annuity
A List Producer: 2016 – 2022
Certified Long Term Care Specialist
Since 2018
Founder's Club Award
2024: $100+ Million in Assets Under Management
Royal Elite Charter Member
2021: $25+ Million in Assets Under Management
Gallagher Life & Annuity
Top 25 Producer: 2021 – 2024
Navigating You Towards Prosperity
Retirement Income Management
We help clients create an income stream for retirement that simulates a pension or a paycheck that will last for a lifetime.
Investment Strategies
We believe in sound, long-term investment strategies designed to balance risk and performance over time
Pre-Retirement Planning
We work with every client to help them build a comprehensive plan for retirement that will meet their income needs and fulfill their retirement dreams.
Kelley and her staff have been great! They are accessible when needed and treat you more as family than clients. She is a forward thinker, always keeping in mind our needs for the future. During our time with Kelley, we have been very successful in our investments. She is trustworthy, dedicated and a caring individual. Besides being our financial advisor, Kelley has become a true friend. Thanks Kelley for all you do for us!
-Henry & Gloria P.
Kelley has been a godsend! She has guided our financial development for years! We are delighted with our progress, and value our relationship! She has calmed our financial concerns and made complex issues very understandable! We feel financially secure. We consider Kelley a valued friend 🧡
-Connie C.
We were genuinely blown away by Kelley's kindness, knowledge, and ability to find a way to potentially retire earlier than I thought possible. Would definitely recommend going to see her and watch her do the magic!!
-Simone M.
I cannot say enough GREAT things about Kelley C. Pyles! Kelley was my parents’ CFP for about 20 years. They trusted her advice and guidance with their finances from day one. After my Dad passed, I got more involved with our family trust and was introduced to Kelley. Kelley was a blessing in helping my Mom (and me) with managing her finances. My Mom recently passed and Kelley was not only compassionate and supportive during this time, but she made sure that my brothers and I were completely up to speed on our parents’ finances. We will continue to work with Kelley going forward. We have 100% faith in her and we know she will always have our best interests at heart. Kelley is a true gem of a CFP and as a human being. There is no one better!
-Stu H.
My wife and I moved our accounts from Edward Jones to Royal Fund Management back in July, 2021, and we could not be happier with that decision. My first meeting with Kelley Pyles removed all doubt, and I knew that we were doing the right thing. We have experienced a much better return on our investments than at any time previously, and we are confident that she is doing a great job in managing our accounts. They are excellent about communicating, especially when there are down turns in the market, and letting you know that everything will be ok. Kelley is very personable, friendly, and most importantly, knowledgeable of what are the best strategies for our particular situation. I recommend Kelley Pyles and Royal Fund Management for anyone looking for a great Financial Advisor, and services.
-Andy S.
This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Kelley Pyles is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.