OUR STORY & APPROACH

For over 30 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
• 12-Member Practice with More than 220 Years of Combined Experience
• Over $4.5 Billion in Assets Under Management (As of 12/31/2021)
• Over 100 Institutional & Corporate Clients
• Serve Approximately 40,000 Retirement Plan Participants
• Backed by the Strength of Morgan Stanley - $2.7 Trillion in Assets Under Management

Independent & Objective Stewards

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

Philosophy:

It is our longstanding philosophy that risk is manageable, and that managing risk all of the time, including before a crisis, is the best way to ride out inevitable and often unpredictable events.


Awards & Recognitions

• 13 - Time Recipient - "Top 100 Retirement Plan Advisory Teams" - PLANADVISER Magazine - The Kelliher Corbett Group (2004-14, 2016, 2018)
• 8 - Time Recipient - "America’s Top 1200 Financial Advisers" - Barron's Magazine - Stephen Kelliher (2014 - 2019, 2021, 2022)
• 2 - Time Recipient - "Top DC Advisor Firms" - National Association of Plan Advisors (NAPA) - The Kelliher Corbett Group (2017, 2019, 2020, 2021)
• 2017 Recipient - "Top 401 Retirement Plan Advisors" - Financial Times - Joseph McLaughlin (2017)