Financial Advisor & PlannerChad Kelley, CFP®

Chad Kelley, CFP®, joined the Means Team in 2024. In his role as a Financial Advisor and Planner, Chad works closely with clients and their advisory teams to develop and maintain comprehensive financial plans tailored to each clients’ unique goals and circumstances.

Prior to joining Means Wealth, Chad spent more than 5 years in the financial services industry at a local financial institution, with two of those years spent specifically in wealth management. Earlier in his career, he worked in the event industry for four years, where he oversaw operations, sales, marketing, and event coordination.

Chad earned his bachelor’s degree in sports management from the University of Massachusetts Amherst in 2013, obtained his MBA with a concentration in finance at the University of Maine in 2024 and completed the Financial Planning Certificate Program at Boston University in 2024. Chad is also a Certified Financial Planner® Professional, demonstrating his commitment to the highest standards of financial planning.

Chad was born and raised in Bangor, Maine, and now resides in Hampden with his wife and two daughters. In his spare time, he enjoys spending time with his family and golfing.