Fee-Only Financial Planner in Rockville, MD
Fee-only financial planning gives you a comprehensive financial strategy from an objective and holistic point of view. At Connemara Group, the fee-only model is more than just a cost-effective pricing option. It’s also a matter of serving you with trustworthy financial advice from a fiduciary, without any commissions or referral bonuses to sway our recommendations.
We have been named one of the best fee-only financial planners in the Washington, DC area, and we have a local office here in Rockville, Maryland. We serve intelligent people from the public and private sectors, from early career to post-retirement.
Why Choose a Fee-Only Financial Planner?
As a fee-only financial planner, we are best suited to answer questions about more than just stocks and investments. Healthcare, life insurance, your children’s education, and all the other important financial decisions are all intertwined. Our Rockville financial planners provide you with the expertise you need to put everything together successfully.
Traditional wealth management firms are motivated by commissions and other forms of compensation that can sometimes be at odds with the client’s interests. When a broker says you should buy an annuity, he may not disclose whether he will directly benefit from your purchase.
We eliminate the gray areas by operating as a sworn fiduciary, advisors acting in your best interest at all times. Our only motivation is to provide you with advice from certified, experienced professionals.
Get to Know our Rockville Fee-Only Financial Planners
Tom Conway founded our company in order to help smart people get expert advice without throwing money at ongoing management fees. We aim to be the most convenient and effective financial planning service in the Rockville area.
Each advisor and analyst at the Connemara Group carries a profound level of competence in financial planning. With distinct areas of expertise represented across the team, we ensure you have every aspect of your finances informed by an experienced professional.
We stand out from other fee-only financial planners in the Rockville area in several ways:
- No assets under management requirement
- No minimum asset requirement
- Strictly fee-only — no mandatory recurring charges or commissions
- Our Get Acquainted Meeting is complimentary
- Periodic reviews on an as-needed basis
We may not be the right fit for everyone, but we are the most helpful and cost-efficient solution for many smart individuals.
Connect with Connemara Group
We invite you to learn more about our fee-only financial planner service in Rockville, Maryland to see how our team can help you plan for growth and success. Contact us online by filling out a contact form or give us a call at 301-321-3600.