Fee-Only Financial Planner in Gaithersburg, MD
If you want to your financial planner to be more of a guru and less of a salesperson, Connemara Group is the right fit for you. As a fee-only financial planner, we serve the Gaithersburg, Maryland area with a fiduciary responsibility to offer recommendations that are always in your best interest.
You pay for our time spent researching and crafting your personal finance plan; we are not paid commissions or referral fees by any of the products we recommend. Contact us today to learn more or give us a call at 301-321-3600.
You can lean on a fee-only financial planner for trusted advice on all matters relevant to managing wealth. Connemara Group’s advisors and analysts include Certified Financial Planners and members of the National Association of Personal Finance Advisors, sworn to the ethical code of the Fiduciary Standard.
Our Approach to Fee-Only Financial Planning in Gaithersburg
Fee-only means exactly what it sounds like. Connemara Group does not receive kickbacks, gifts, or commissions from third parties. When we make a recommendation, you can be certain that we are doing so because it’s what is best for your finances.
Unlike many other fee-only financial planners in Maryland, we do not have a requirement for assets under management. We can handle assets for those clients who request it, but we do not push the service on any client.
Why Connemara Group?
Connemara Group makes fee-only financial planning as straightforward as possible. After getting acquainted so each side can gauge the fit, we begin with a comprehensive initial plan. You can then implement our recommendations in your preferred ways, saving a fortune compared to the typical wealth management fees.
Over time, you can choose a quarterly check-up and annual review, or opt for client-driven periodic reviews. Connemara Group will be there when you need us to help you keep up with the times and major life changes, always seeking a fresh perspective on your current balance sheet and future outlook.
Meeting a Fee-Only Financial Planner in Gaithersburg
Clients of the Connemara Group are not required to hold a certain level of assets, and we see clients across the spectrum of life stages. We offer fee-only financial planning in Gaithersburg for:
- Federal Employees
- University Faculty
- Nonprofit Sector
- And a wide variety of other businesses
Tom Conway and our other CFP advisors draw on knowledge from careers spent in law, banking, accounting, and other disciplines. It’s safe to say we have an expert for whichever area of financial decision making troubles you the most.
Connect with Connemara Group
For many Gaithersburg consumers, we are the most cost-effective solution for accessing expert advice from a fee-only financial planner and fiduciary.