Fee-Only Financial Planner in Bethesda, MD
In recent years, smart people have been increasingly interested in the benefits of fee-only financial planning. Connemara Group serves as fiduciary advisors who also do not require assets under management, giving us a unique position as a thoroughly objective and comprehensive planning service for the Bethesda area.
Give us a call today at 301-321-3600 to learn more.
Trusted Fee-Only Financial Planning in Bethesda
A fee-only advisor provides more objective advice, compared to a commission-based money manager, because we don’t have to worry about meeting sales goals.
We are also free to spend our energies on answering financial planning questions of all kinds, not just investments or insurance products. Connemara Group provides comprehensive plans for investment, retirement, estate planning, and more.
All of your money decisions affect each other, so why not view them holistically? We offer bundled and stand-alone services so that our clients can get expert guidance on whichever financial areas they find difficult.
Why Connemara Group?
We believe in ethical, client-centered practices. As part of the fee-only financial planning model, we are a fiduciary that acts in your best interest.
For a financial planner to truly be a fiduciary, their competency is just as important as their ethics. Our founder Tom Conway has been a Certified Financial Planner for more than 20 years, with a background in law, banking, and brokering. At Connemara Group, he has augmented his own skill set with other CFP and NAPFA professionals of complementary backgrounds.
For you, choosing Connemara Group as your Bethesda financial planner means enjoying the no-fee model while also accessing the minds and resources, if we do say so ourselves. Learn more about our team to get a sense of our perspective.
Fee-Only Financial Planning Customers
Many of our clients are pre-retirement or retired professionals from the private sector, and we also serve the many federal employees living in Bethesda. Young, affluent professionals also find that our fee-only financial advisors are their most cost-efficient solution, too.
For the most part, Connemara Group may not be your best financial planning service in Bethesda if you are a day trader looking for a high-touch brokerage.
Our customers typically know the basics about retirement savings and other fundamentals — but they also recognize that they are not financial gurus themselves and could use the help of a trustworthy professional.
Connect with Connemara Group
Of course, no financial planning service is the perfect fit for everyone. We welcome you to explore things further and contact us when you’re ready to find out whether our no-fee financial advisors in Bethesda can serve your particular needs.