Kelly+Partners Malibu

Access tailored accounting, tax, business advisory, finance, wealth management and estate office services in Malibu.

Kelly+Partners Malibu

Meet the Malibu team

Brett Kelly
Brett Kelly
Founder & CEO
Malibu

Visit Us

Located across the road from Zuma Beach in Malibu, we partner with clients across the Greater Los Angeles region, including Malibu, Calabasas, Agoura Hills, Topanga, Westlake Village, Thousand Oaks, Woodland Hills and Pacific Palisades.

What our clients say about us

Google

Kelly+Partners have been our accountants for many years. I have always found the team extremely helpful, highly professional and always available to answer my questions.

Services

business-advisory

Business Advisory

Bespoke business advisory and support services.
Doing Smat Business-wealth-icon

Wealth, Finance & Insurance

Private Wealth, Finance & Insurance
estate-planing

Estate Planning

Specialist estate office, planning and support services.

Difference

Advice

Forward-Looking Advice

Our value-based, fixed-fee engagement model gives you confidence through complete transparency.

Surprise

No surprises

Life and business can be Unpredictable. That's why we provide value-based, fixed-fee engagements to give you confidence and tranparency.

accessible

Accessible

Your business is more than just numbers the challenges of running a business and here to help whenever, whereever and however you need.

Relationships

Relationships

Strong relationships are essential to success, We leverage our expensive network to provide unique personal and business opportunities.

Difference