The Connemara Group

Fee-only Financial Planning

  • About
    • Team
      • Thomas B. Conway
      • David (Davey) Quinn
      • Joshua Barbin
      • Zachary Taylor
      • Nathan Portwood
      • Zhen (Dennis) Zhang
      • Amy Fike
      • Heather Keegan
    • Fiduciary Standard
    • FAQs
  • Mission
  • Services
    • MATRIX360® Financial Planning Services
    • MATRIX360® Investment Advisory Services
    • MATRIX360® Retirement Distribution and Estate Planning Services
    • MATRIX360® Federal Retirement Planning Services
    • MATRIX360® Professional and Executive Retirement Planning Services
    • MATRIX360® Association and Not-for-Profit Executive Retirement Planning Services
    • MATRIX360® Philanthropic & Charitable Planned Giving Services
  • Fees
  • Getting Organized
  • Contact
    • Contact Us Today
    • Disclosures
Connemara Group

FAQs

Frequently Asked Questions

0862-CFO--call-outs2
Click the questions below to jump to the answers:

  • Who can benefit most from The Connemara Groups’s financial planning services?
  • Who would not be a good fit?
  • What is a fiduciary and why is it important?

Who can benefit most from The Connemara Groups’s financial planning services?

The Connemara Group is a good fit for those who are confident in their own abilities yet refreshingly unpretentious and fully aware of their own unique gifts and limitations.

We find that the best clients are already doing the right things. These individuals find it hard to stay current, however, as a result of busy careers, families, and outside interests. They appreciate having someone experienced and trustworthy who can review things periodically and who has access to planning software to help them stay on track.

Clients include affluent young and mid-career professionals; executives in the private, public, and not-for-profit sectors; and federal as well as private pre-retirees and retirees.
[back to top]

Stop guessing. Start knowing. Get started.

Who would not be a good fit?

Individuals who spend more than they earn or struggle with debt. Day traders or stock pickers looking for a brokerage-type relationship. Individuals who want to delegate all financial decisions and desire a “high-touch” relationship with their advisor.
[back to top]

Stop guessing. Start knowing. Get started.

What is a fiduciary and why is it important?

Institute for The Fiduciary StandardA fiduciary advisor is under oath to always avoid conflict of interest and operate with full transparency. In contrast, as the law currently stands, broker dealers, insurance salespersons and advisors operating under the “suitability standard” are merely required to ensure an investment is suitable for a client at the time of the investment. The Connemara Group operates under the fiduciary oath and adheres to the Institute for the Fiduciary Standard’s Code of Conduct to ensure our clients’ best interests are always protected. We have been and will always be fiduciaries.

Recently John Oliver produced a video highlighting the difference in his irreverent comedic style. It is posted below.

[back to top]

Stop guessing. Start knowing. Get started.

  • Certified Financial Planner
  • Privacy Statement
  • Legal/ADVs
  • Disclosures
  • Home

© 2023 The Connemara Group · 301-321-3600

The Connemara Group · MATRIX360® Financial Planning and Investment Management
4800 Hampden Lane, Suite 200, Bethesda, MD 20814
1455 Pennsylvania Avenue NW, Suite 400, Washington, DC 20004
1750 Tysons Boulevard, Suite 1500, McLean, VA 22102
506 Diamondback Drive, Suite 438, Gaithersburg, MD 20878