Connemara Group

Fee-only Financial Planning

  • About
    • Our Story
    • Team
      • Thomas B. Conway
      • Scarlett (Yuanyuan) Che
      • Zhen (Dennis) Zhang
      • Daria Zalewska
    • Why Fee-Only Financial Planner?
    • Fiduciary Standard
    • FAQs
  • Services
    • Fee-Only Financial Planning (Initial Broad-Based Situational Reviews)
    • Follow-Up Planning (Periodic Reviews)
    • Purposeful Spending (Cash Flow Planning)
    • Hourly Planning & Investment Advice
    • Professional Organization & Bill Payment
    • Retirement Income & Estate Planning
    • Federal Retirement Planning (FERS/CSRS)
  • Get Started
  • Fees
  • Contact
Connemara Group

Fee-Only Financial Planner in Rockville, MD

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.

If you like our approach to fee-only financial planning, please feel free to get in touch and let us know how you would like to move forward or give us a call at 301-321-3600.

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.

 


Satisfied Clients In

  • Alexandria, VA
  • Arlington, VA
  • Bethesda, MD
  • Fairfax, VA
  • Gaithersburg, MD
  • Rockville, MD
  • Washington, DC
  • And More

Why Connemara Group?

Stop wondering about cost and start planning.

Most financial companies don’t provide the one piece of information you want most – the cost. Connemara Group is different; our fee calculator is part of our process of making things clear so you can act.

Our fee calculator is an easy and concise tool that allows you to navigate through some different career levels in order for you to get an estimated range of what your fees and plan would be when finding a financial solution with Connemara Group.

Fee Calculator

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© 2021 Connemara Group · 301-321-3600

Connemara Group · Fee-Only Financial Planning
One Central Plaza, Suite 712, 11300 Rockville Pike, Rockville, MD 20852
1455 Pennsylvania Avenue NW, Suite 400, Washington, DC 20004
1750 Tysons Boulevard, Suite 1500, McLean, VA 22102

Effective Jan. 1, 2016 Connemara Fee Only Planning, LLC and Connemara Family Office Management, LLC are part of Connemara Group, LLC.