Kelliher Corbett Group at Morgan Stanley
- Website
- https://advisor.morganstanley.com/the-kelliher-corbett-group
- Telephone
- 781-681-4910
- Location
-
141 Longwater Drive
Suite 102
Norwell
MA
02061
US
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)
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