Spectrum Financial Alliance

Specialties

Spectrum Financial Alliance, Ltd., L.L.C., is a comprehensive wealth management firm with expertise in Retirement Planning, Wealth Management, Investment Risk Management, 401(K) and 403(b) Plans, Existing Retirement and Company Pension Plans, College Savings Plans, Legacy and Estate Planning, Home and Auto Loan Advice, Life Insurance, Pertinent Financial Topics, CD Rate Comparisons, Evaluation Existing Insurance Policies, and more!

History

Established in 1995.

Spectrum Financial Alliance Ltd., L.L.C. is the successor corporation of Buckley Financial Advisory Ltd., L.L.C., which was founded in April of 1995 as a diversified asset management and financial planning practice. With the addition of highly qualified professionals in the areas of risk management, estate planning, employee benefits, and financial planning, the corporate name was changed solely to reflect the broader and more comprehensive nature of the services we provide in all areas of our practice.

Meet the Business Owner

Kelly B.

Business Owner

C Kelly Buckley, MBA, CFP®, Managing Principal & Managing Director for Asset Management, is a Lexington native with over 28 years of experience in professional money management. As a 1979 Air Force Academy Graduate and retired F-​16 fighter pilot, Kelly has ingrained the core values of the Academy into his everyday life, «Integrity First, Service before Self, and Excellence in All We Do.» He has been selected as a featured speaker at many peer financial conferences. He also has experience teaching college undergraduate and continuing education courses in Finance, Investment, and Macro-​Economics. Kelly formerly served as an Assistant Vice President with Merrill Lynch before founding Spectrum Financial Alliance Ltd., L.L.C., the successor entity of Buckley Financial Advisory Ltd., L.L.C.