Certified Financial Planner in Bethesda, MD
In every stage of life, the financial decisions you make can impact your entire future. Whether you are starting out in your field or have already retired, financial planning helps ensure the future health of your finances. When you work with our Certified Financial Planner™ in the Bethesda area, we provide objective and insightful advice to help you make the best decisions at each step.
The Connemara Group offers the financial planning advice that you need to fill in the gaps of your own expertise and arrive at fully informed decisions. With access to our research, software, and robust experience, you have everything that you need to tackle wealth management from every angle. Contact us today to learn more about how we can help you!
Our Bethesda Financial Planners
The Certified Financial Planner™ designation indicates experience, education, and high ethical standards. At The Connemara Group, our team members have all demonstrated an extensive commitment to learning and growing their knowledge and expertise. The CFP® designation serves as a confirmation that you can trust both our acumen and ethics.
The Connemara Group places a particular emphasis on the importance of a multi-disciplinary approach to financial planning. More than just investment advice, we look at the whole financial picture including insurance, estate planning, education savings, and more.
Choosing the Right CFP in Bethesda
Whichever area of financial planning worries you the most, we seek to support and protect your wealth by guiding you on that issue.
In all that we do, we are sworn to the ethical code of the Fiduciary Standard’s Code of Conduct. Our recommendations always serve your best interests only. We are not paid to make recommendations, and we are not motivated by commissions because of our fee-only model.
Why the Connemara Group CFPs?
The Connemara Group does not subject our clients to high-pressure sales or hidden fees. Cutting straight to the financial planning services that you need, we operate on fixed, transparent fees. In fact, you can use our fee calculator to get a ballpark cost right now.
Our clients in Bethesda come to us for financial planning at various life stages, with unique situations and goals. Your Certified Financial Planner™ helps you shape your strategy and stay on track.
Meet with The Connemara Group
You might already have a pretty good idea of what you need to be doing, but you want the benefit of shaping and detailing your plans with the help of a certified expert using the best software and technology.
We make it easy for you to determine whether The Connemara Group is the right solution for your financial goals. Find out more about getting started with a CFP® in Bethesda.
Give us a call at 301-321-3600 to schedule a meeting with one of our certified financial planners.