Kelly Hudak

CFP®, APMA®, CRPC®

Private Wealth Advisor & Managing Partner

Raised in a family of small business owners, Kelly grew up where financial decision making was a natural part of everyday life. Shaped by a philosophy rooted in disciplined saving and thoughtful spending, her path into financial advising felt less like a choice and more like a natural extension of her upbringing.

Originally from the greater Boston area, Kelly earned her BA in Spanish from Tufts University and holds the CFP®, APMA®, and CRPC® designations.

As Managing Partner of City Square Wealth Management, Kelly works with business owners, executives, and high-net-worth families seeking a more thoughtful and forward-looking advisory relationship. She is known for combining genuine empathy with disciplined execution, listening first, then providing guidance rooted in insight and purpose. Her approach creates a highly personalized experience where planning, investments, and tax considerations are thoughtfully integrated as clients’ lives evolve over time.

Kelly’s life outside the office is defined by a deep commitment to her family and the local community. Whether she’s coaching her children’s soccer and softball teams, volunteering at St. Michael’s Episcopal Church, or relaxing at home with her two rescue dogs, she is always on the move. An avid athlete, Kelly finds her balance on the tennis court or skiing the fresh powder of Stowe and Telluride. She also brings her creative eye to real estate renovation, tackling complex projects with a passion for design. During the summer, Kelly’s family retreats to the coast in Marion, where she is currently learning to sail, though she’s still happy to let her kids serve as the captains.