Hodos Wealth Group is a Registered Investment Adviser. As a Registered Investment Advisor we are required to act in a fiduciary capacity. This means we are required to always act in your best interest. We are a fee only investment adviser and will never charge you a commission on any investment advice offered. Assets that we manage are primarily custodied at Charles Schwab.
About Bryan G. Kelly, CFA
Bryan grew up in Lafayette, La. and moved to the Houston area to practice veterinary medicine in 1998 after graduating from the LSU School of Veterinary Medicine. While working on his MBA at the University of Houston, Bryan developed a deep passion for investment analysis and financial markets. After receiving his MBA he switched careers and has never looked back. Bryan earned the Chartered Financial Analyst designation in 2009 and is a member of the CFA Society of Houston and CFA Institute. He worked as a financial analyst managing investment portfolios for a Houston firm for almost 16 years and recently started Hodos Wealth Group, a Registered Investment Advisor.
Bryan enjoys the many outdoor activities that southeast Texas and south Louisiana have to offer. He is an avid LSU and University of Houston sports fan. Bryan lives in The Woodlands with his wife, Gennifer, and daughter, Sydney.
Bryan G. Kelly, CFA
Bryan G. Kelly, CFA,
Chief Investment Officer, Hodos Wealth Group