Who We Are

William B. Kelly (“Bill”), is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Central New Jersey.  The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis. 

As a professional financial advisor, his passion is guiding people and organizations through the often-confusing maze of financial options and opportunities available today. While many immediate concerns may be vying for your attention today, he strongly believes in creating a road map – a proper financial plan that will lead you to financial freedom. His focus is on Values Based Financial Planning(TM), which is a unique process that helps our clients identify their goals and values. Through the Values Conversation we help our clients determine "What's Important About Money to You?" As part of this process we also develop a Financial Roadmap(R) which is a tool which charts your financial information in order to reach your stated goals based on your values. This allows us to develop an individualized comprehensive financial plan based on your current financial situation and addresses all areas of your life including cash flow, tax, retirement planning, college planning, risk management, estate and investment planning and analysis. Once developed we will work with you on an ongoing basis to implement the plan and help you follow through on recommendations and action steps. We will also provide ongoing coaching to help keep you focused on "What's Important to You About Money?", by consistently meeting with you to review your goals and values.

Most independent, Fee-Only financial planners accept clients only if they meet certain income and net worth requirements.  Bill believes, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Bill is proud to offer the same quality, professional advice to all who seek it.

As a pure Fee-Only advisor, Bill works on a commission-free basis, seeking his client’s best interest at all times.

As a member of the National Association of Personal Financial Advisors (NAPFA) a nationwide network of Fee-Only financial advisors, Bill has access to a large network of like-minded professionals to consult with in special situations.

Bill is a graduate of Adelphi University with a Master of Science Degree in Banking and Money Management.

He has completed the rigorous CFP® Professional Education Program with the College of Financial Planning in Greenwood, Colorado..

Bill holds the CERTIFIED FINANCIAL PLANNER(TM) CFP(R) designation from the Certified Financial Planner Board of Standards, Inc., the Certified College Planning Specialist (CCPS) designation from the National Institute of Certified College Planners (NICCP) and the Chartered Mutual Funds Counselor (CMFC(R) designation. He is also an Enrolled Agent (EA) and is licensed by the IRS to represent taxpayers with the agency.

He is a Registered Investment Advisor licensed by the New Jersey Bureau of Securities and has passed the NASD Series 65 examination.

Bill’s early professional years were spent in the commercial banking and thrift industry in a variety of management positions. After a successful career in Human Resources and Information Technology, he has reentered the Financial Services industry with the establishment of his Fee-Only financial planning practice.

As a member of the Financial Planning Association, he is a part of the nation’s largest organization of professionals dedicated to championing the financial planning process.

An avid golfer and wine collector, he also holds a Higher Certificate in Wine Studies from the prestigious British Wine & Spirits Higher Education Trust.

Bill is also a Veteran and served his country honorably during the Vietnam conflict while a member of a U.S Army Air Defense Artillery battalion. He is a Commander in his local American Legion Post and also serves as Treasurer of his son's Cub Scout Pack.