Financial planning advice that is delivered in a way that protects your best interests
We are not an 1.800 number. Not a website providing recommendations based upon unknown or questionable assumptions. Not a stranger on a telephone who knows little about your specific circumstances. Not someone who may be “here today, gone tomorrow.” Not a sales person who is looking at you as a potential ongoing revenue stream. We are group of fee-only financial planners dedicated to giving you objective financial advice.
There are many ways to receive financial planning advice, but very few deliver it in a way that always protects your best interest. By only charging for advice (fee-only), and not receiving commissions or charging for assets-under-managment, you can have confidence our advice avoids conflicts of interest.
Broad-based financial planning
Connemara advisors use state-of-art planning resources and technology across multiple disciplines to help clients achieve their most important goals. Following a deep analysis and review of every aspect of your financial life, we have a Situational Review Meeting with specific recommendations, instructions, and guidance around topics including Investment Consulting, Retirement Income Planning, and Estate Planning. Clients retain control of their accounts, reduce fees, and become more informed by actively participating in the planning and investment process.
So if you are looking for an ongoing and meaningful relationship with an experienced, competent, and objective advisor—one committed to doing the right thing by putting clients’ interests first while minimizing the friction of ongoing fees charged under the prevailing assets-under-management (AUM) business model, lets connect.
Take the first step
There is no charge for an Introductory Get Aquainted Meeting (75-90) minutes, but you will need to provide us some specific data so we can provide you an firm estimate of costs. We will use this time to learn more about your unique situation, and make sure there is a good fit for you. From this meeting we will provide a firm estimate on the planning time required to complete a Situational Review. If you have any questions about our service or the Introductory Get Acquainted Meeting, please feel free to give us a call at 301-321-3600 or use our contact form.