Thanks for your interest in our fee-only wealth management and investment advisory practice.

As advisory associates of The H Group, Inc., we are pleased to introduce you to our services and philosophies.

Ron Kelemen, CFP® has been in practice since 1981. Mary Way, CPA, CFP® joined his practice in 1995.  We work as a team with a select group of clients, many of whom who seek long-term relationships, rather than one-time engagements or transaction-based events. Most of our new clients are physicians, business owners, or other professionals.  We became fee-only in 2006. 

Medical Economics recognizes our practice as one of the 150 Best Financial Advisors for Doctors and we were admitted to the MD Preferred Network.

This site will give you more insight about whether or not we are the appropriate advisors for you.   Please take a few minutes to learn more about our fee-only wealth management practice—who we are, what we do, who we serve, our unique processes, and how we work with clients. And for a good insight on a variety of planning topics, please visit the News section to see our latest quarterly newsletter—The Kelemen Way Financial Perspective.

As creators of The Planning Vision Process® and several other federally-trademarked unique processes, our mission is to help you:

• Reduce your financial dangers
• Focus on your opportunities
• Provide a plan and a path to help you achieve your goals