Kelly Financial Planning
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-
Address
Financial planner · · 9435 Waterstone Blvd Suite 140-121
Cincinnati, OH 45249 -
Phone
(513) 379-2527 -
Website
kellyfinancialplanning.com -
Facebook page
facebook.com/kellyfinancialplanning
Location
About Kelly Financial Planning
Kelly Financial Planning is a financial planner in Cincinnati, Ohio. This independent, fee-only advisory firm provides financial guidance to individuals, families, and business owners. The firm offers specialized services including retirement planning strategies, debt and cash flow management, college funding advice, estate planning recommendations, insurance reviews, and tax planning. With a 5.00 rating, the firm serves clients through hourly services, per-project engagements, and ongoing support.
Founded in 2017 by Mike Kelly, CFP®, the firm utilizes a life planning approach to align financial pictures with personal life goals. As a fiduciary advisor, the founder provides objective, transparent advice without selling securities or receiving third-party commissions. The firm's process involves a seven-step method that begins with summarizing a client's existing financial situation, prioritizing goals, and identifying gaps to recommend customized solutions. There are no minimum net worth or income requirements, making professional guidance accessible to people from all walks of life.
The office is located on Waterstone Boulevard in Cincinnati, near the Symmes Post Office and a short distance from Lake Jomes and the Cincinnati Children’s Hospital Outpatient clinic. The area is also situated near Simpson Creek and the intersection of Fields Ertel Road and West United States Highway 22 and 3.
The business maintains thorough, well-documented information online, and its digital presence is easily navigated by search engines.
Kelly Financial Planning provides dedicated, fee-only financial guidance to help individuals and families in Cincinnati achieve lasting financial security.
Services:
- Comprehensive Financial Planning
- Educational Sessions
- Life Planning
Score Summary
BizScoreAI scanned the website kellyfinancialplanning.com on June 3, 2026. Kelly Financial Planning has a BizScore of 56 out of 100. The website audit behind the SEO score ran on October 24, 2026.
- AI Visibility43 out of 100
- SEO61 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 19 of 30 points, AI Trust Signals 14 of 20 points.
Website audit sub-scores (out of 100): On-Page 80, Technical 60, Performance 77, Content 26.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 5 checks. llms.txt (failed), Structured Data (failed), Q&A Content (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Cincinnati, OH · Financial Planner in Ohio · Businesses in Ohio
AI engine reads
Read by AI engines 6 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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