We aren’t after your assets – we don’t need to manage money or have a minimum asset requirement

Connemara Group is a multi-disciplinary planning practice and is strictly fee-only – limited exclusively to providing personal financial planning and investment advice and consulting services. Connemara Group adheres to the Institute for the Fiduciary Standard’s Code of Conduct to ensure our clients’ best interests are always protected.

The firm does not need to manage your money or have a minimum assets under management (AUM) requirement. You receive unbiased, comprehensive financial planning and professional investment counsel because we do not accept any compensation from our recommendations. You can then implement directly or through chosen investment advisors. Initial reviews are followed by periodic assessments on an as-needed basis.

A truly unique service model designed to be cost efficient for clients

After a full decade of experience as a trial attorney and another decade in private banking and brokerage, I realized that most families are vastly overpaying for personal financial planning and investment advice. I founded Connemera Group for smart consumers looking for professional guidance to help improve financial outcomes.

Connemara Group’s fee-only planning model is the answer to reducing the substantial drag of ongoing investment management fees and other expenses without sacrificing access to financial planning expertise. Download our fee comparison chart to see how our fee-only, no assets under management service model compares with more traditional wealth management firms.

Not for everyone

Connemara Group’s way of approaching personal financial planning and investment advice is not for everyone. Some individuals may prefer continuous account monitoring and active investment management. Most clients, however, are vastly overpaying for personal financial planning and investment advice. For smart consumers looking for professional guidance to help improve outcomes, Connemara Group may be just the answer to reducing the substantial drag of ongoing investment management fees and other expenses.

Keep exploring

• Visit our fee calculator and get an idea of our fee-only financial planning costs.
• Review our fee comparison chart to see how our fees compare with other wealth management firms.
• Meet the team.
• Ask your own question on the phone or via email.
• Schedule a complimentary Get Acquainted Meeting.