Kelli Grew

Kelli Grew is a Managing Partner and CERTIFIED FINANCIAL PLANNER® who has spent over 15 years helping individuals and families feel more confident and in control of their financial lives. She takes the time to understand what matters most to each client, helping them set meaningful goals, explore their options, and create thoughtful, personalized strategies to support their future. Kelli is deeply committed to providing attentive, relationship-based service that evolves alongside her clients' lives.

As a fee-only financial planner, Kelli doesn’t sell products or earn commissions—her guidance is always focused solely on what’s best for each client. She’s currently welcoming new clients who are looking for personalized investment guidance, wealth management, and income strategies.

Kelli earned her Bachelor’s Degree with a dual concentration in Finance and Management from the University of New Hampshire. She’s been part of the Beacon Financial Planning team since 2019, serving Wealth management clients and contributing as a member of the firm’s Investment Committee.

In addition to her work at Beacon, Kelli is passionate about giving back to the community. She previously served as Vice President of the Estate Planning Council of Cape Cod and sits on the board of Calmer Choice. In 2022, she was honored as one of Cape & Plymouth Business Magazine’s Top 40 Professionals Under 40.

Kelli lives in Dennis with her three children. When she’s not working, you can usually find her running a local road race, gardening, enjoying a summer day at the beach, or spending time with her family.

• Favorite Book or Movie: “The Chronicles of Narnia” by C.S. Lewis. It was the first book series I remember reading as a child, and it opened the door to fantastical creatures and wild imagination. I’m also a sucker for rom-coms. From Pretty Woman to The Proposal, I love them all!
• Professional Hero, Role Model or Inspiration: Joel Aronson;  he was my first mentor in financial planning, and will always hold a special place in my heart. He took a chance by allowing me to be on his team and that opened many doors for me. And Carmen Grinkis, because she showed me the importance of being myself in this profession. It has led to deeper, more authentic, and fulfilling relationships with my clients, which I value above all other measures of success in my career.  
• Words to live by: If you doubt yourself, others will too. Also, mistakes happen and they are part of life. What’s important is facing them head-on, accepting responsibility, and taking the next step to fix them.