Certified Financial Planner in Rockville, MD

Smart people know when to turn to other smart people for help in areas where they lack expertise. You probably have a good feeling about your finances in general, but a Certified Financial Planner is your source for trusted planning and guidance.

From life insurance to retirement planning and everything along the way, Connemara Group is your local Rockville, Maryland financial planning service with the qualifications to manage and grow your wealth even further.

Contact us today at 301-321-3600

Trusted CFP in Rockville

We offer Certified Financial Planner services on a fee-only model, meaning we do not push sales on you or insist on managing assets. The CFP® designation ensures that your planner has not only years of experience helping clients, but has also invested in education and committed to a firm code of ethics.

If you are looking for a CFP® in Rockville, MD, please take a moment to learn more about our approach. If you’d like, we can chat to answer your questions and explore how Connemara Group might serve your financial interests.

Meet Tom Conway, CFP and our Rockville Team

• Founded by Tom Conway, the Connemara Group features several CFP® professionals. Tom also holds his JD and has been a Certified Financial Planner for more than 20 years.
• Senior financial Planner Albert Teplin, PhD, CFP® is retired from the Federal Reserve System and brings decades of global financial expertise to our service.
• Senior Wealth Advisor Robert M. Sinsheimer, CFP® CPA MBA, has long served high net worth individuals and large companies in the Washington, DC area.

We never sit still when it comes to financial knowledge. Each member of our team constantly undergoes renewed training and education to stay abreast of the market trends and the technology that powers modern research tools.

Throughout our practice, we are guided by the ethical codes of the Institute for the Fiduciary Standard’s Code of Conduct. Simply put, we have no hidden conflicts of interest and our advice can always be deemed transparent and trustworthy.

Rockville, Maryland’s Best Fee-Only Financial Planners

Many clients come to us after growing frustrated with the commission-based fees and salesy tactics of other wealth management providers. Connemara Group was created with a vision of using the fee-only financial planning model to provide expert CFP® advice without the middlemen and high-pressure attitude.

You want clear answers and a concrete financial plan, and we provide that for an upfront fee that totals a small fraction of what alternative services will charge you over time. (See the difference in our fee comparison chart download.)

Connemara Group does not have an assets under management (AUM) requirement, and we are never after your assets. We provide the bundle or selection of financial planning services that you need, and only what you need.

Connect with Connemara Group

Take a moment to contact us online or give us a call at 301-321-3600, and we can arrange an in-person chat to gauge the fit with one of our Certified Financial Planners in Rockville, MD.

 

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