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 headquartered in Robbinsville, 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. 

He works with individuals and families, helping them define, refine and work toward realizing their most important life goals.  As a personal financial coach and advisor, he adds the professional insight and balance that is missing for many “average Americans.”

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.

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, and will be authorized to use the CFP marks of distinction upon completion of their specific experience requirements.

Bill holds the Certified College Planning Specialist (CCPS) designation from the National Institute of Certified College Planners (NICCP) and the Chartered Mutual Funds Counselor (CMFC) designation granted by the College of Financial Planning.

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.

Bill offers a no-obligation, Get Acquainted meeting, which can be conducted over the phone or in person, to ensure that his services are right for you. After discussion your personal situation, you’ll agree on the services you need and want and Bill will provide a “not to exceed” estimate for the financial consulting services and/or work to be done on your behalf.

Bill and his wife reside in Robbinsville, NJ, along with their two children. An avid golfer and wine collector, he also holds a Higher Certificate in Wine Studies from the prestigious British Wine & Spirits Higher Education Trust.