Meet our Quorum
Kelly Milligan
Kelly Milligan co-founded Quorum Private Wealth with one goal in mind: Put clients’ interests first. To deliver on that goal, Kelly works to ensure Quorum serves clients with the most competitive financial tools from a wide array of solution providers.
Kelly helps corporate executives, business owners and professionals navigate complex pay and benefits packages. For 20+ years he’s counseled clients on investing, tax minimization, financial planning, building wealth for future generations, philanthropic giving, and more.
Kelly also works with companies to help them build attractive benefit packages to recruit top talent.
Kelly was named to the Forbes | SHOOK Research list of Best-in-State Wealth Advisors for Northern California in 2023, 2024, 2025, and 2026*; he holds both an MBA and law degree; and he is a Certified Private Wealth Advisor®, Chartered Retirement Planning Counselor®, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor.
*View the details and disclaimers related to Kelly’s awards and recognition.
Insights from Kelly Milligan
2025 winners and losers
U.S. stocks gained more than 15% in 2025, but that’s only part of the story. We look at the winners and losers… plus what their performance might mean for 2026.
What is Section 16, and does it apply to me?
Section 16 let's regulators monitor trades by key company employees; it doesn't apply to everyone, but if you're subject to it, it's critical you follow the rules.
What is Rule 144?
If you're high up in a company, or own a significant amount of shares, you may face limitations on the number of shares you can sell. Here's what you need to know.
Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year.
Quorum approach to life insurance
At Quorum, we take a very specific approach to life insurance. We see two primary use cases: survivor benefits and estate planning.
Key questions to ask before purchasing life insurance
Kelly Milligan walks through the questions we review with our clients to see if your whole life plan is aligned with your broader financial plan and goals.
