Fee-only Financial Planning and Investment Management in Washington, DC Metro Area and Nationally

• Washington, DC
• Bethesda
• Gaithersburg
• McLean

No hidden agendas. No product sales. No commissions. Just unswerving commitments to helping you manage, protect, and grow your resources.

The Connemara Group’s fee-only financial planning and investment management practice model allows us to assist affluent households seeking one-time reviews, as well as households seeking detailed initial planning followed by systematic annual reviews and professional investment management. Give us a call at 301-321-3600 to learn more or contact us via our Contact page.

Financial Planning with
The Connemara Group

Our decades of experience in personal financial planning, investment consulting, and investment management, combined with a demonstrated commitment to ongoing professional continuing education, development, and training, provide clients with important access to professional assistance and guidance when needed. Our MATRIX360® fee-only financial planning and investment management services help give you the confidence needed to make some of life’s most important financial decisions. Stop guessing and start knowing.

Who We Serve

Our clients are affluent professionals and executives with minimum investable assets of $2MM. Some relationships may be larger. We serve households in the public, private, and not-for-profit sectors. Many but not all clients are in the pre-retirement or retirement phase of the financial lifecycle. We provide essential information and guidance throughout the wealth accumulation phase, the wealth preservation phase, and the wealth distribution phase.

Our roots are as a fee-only financial planning and investment consulting firm, and we continue to place significant emphasis on professional financial planning, including in the areas of tax-efficient retirement distribution planning. We now also provide professional investment management services for most clients, working collaboratively with clients to develop and manage individualized portfolios designed to meet their specific objectives.

How We Are Different

For well over a decade, the firm provided fee-only personal financial planning and investment consulting services exclusively on a flat fee or monthly retainer basis. The firm grew significantly during this period. We provided professional fee-only planning and investment consulting services to more than a thousand households locally as well as nationally. Through this process, we gained tremendous experience, expertise, and insights in working with many affluent households with varying objectives. We did not manage client assets, but instead through a painstaking process showed clients how to rebalance accounts and manage portfolios on their own with professional guidance.

We do now manage assets for most clients. We do so, however, on a collaborative basis with most clients, educating and informing them throughout the process as we suggest options and courses of action. For us, asset management simply means allowing us to do the heavy lifting in day-to-day portfolio management for our clients while allowing them to remain engaged throughout process. We will always focus on our work at hand and on a detailed financial planning process following our MATRIX360™ personal financial planning and investment management service delivery model.

To keep client costs as low as possible, we now operate primarily virtually. We believe the firm’s fees for fee-only personal financial planning and investment management are highly competitive, allowing clients to retain more of their hard-earned wealth in an uncertain world. Thousands of dollars per month previously spent on rent also have been re-allocated to ongoing investments in cutting-edge applications, professional education, and staff. We continue to meet with clients in person over lunch in Maryland, DC, and Virginia as well as nationally and internationally.

Connect with The Connemara Group Today

Need answers to pressing financial concerns? The Connemara Group’s dedicated professionals can help you make smart financial decisions lasting a lifetime. We serve affluent professionals, pre-retirees and retirees throughout the Washington, DC Metropolitan Region and nationally, including:

Schedule a complimentary meeting by filling out an online contact form or giving us a call at 301-321-3600 if you’d like to explore a relationship.

Schedule a complimentary meeting