Thomas B. Conway| JD, CFP®, AEP®, CLU®, CIMA®, CPWA®, AIF®, RICP®, CRC®, CPO®
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Rockville, MD 20852
NW - 7th Floor
Washington, DC 20004
Arlington, VA 22201
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Thomas Conway is a fee only financial planner with offices in Rockville, MD, Washington, DC, and Arlington, VA. Connemara Group is an award-winning professional fee-only planning and investment consulting firm providing services for a flat fee with no Assets Under Management (AUM) requirement. Thomas Conway is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Thomas B. Conway, JD, CFP, AEP, CIMA, CPWA, AIF, RICP, CRC, CPO is a fee-only Certified Financial Planner and attorney based in Rockville, Maryland and Washington, DC. Tom is the President and Founder of Connemara Group, LLC, a strictly fee-only financial planning and registered investment advisory firm with locations in Rockville and Washington, DC (Reagan Building/ITC). He also is Of Counsel to Altman & Associates, a boutique estate planning, legacy, and business succession planning law firm.
Tom himself brings to bear more than twenty years of professional experience as a top fee-only planner, financial advisor and attorney. His multi-disciplinary practice is strictly fee-only and is limited to providing professional personal financial planning and investment advisory and consulting services for a flat fee. He and his team of highly experienced advisors provide professional planning services with no Assets Under Management (AUM) requirement. Clients receive a full complement of comprehensive planning deliverables including specific planning and investment recommendations. Clients implement these recommendations themselves, thereby reducing or eliminating significant ongoing fees and expenses.
Rather than charging ongoing fees based upon a percentage of AUM, the firm charges a flat fee for its services. Fees for Initial Situational Reviews typically range from $4,995-$7,995 for individuals and $5,995-$9,995 for couples. Subsequent Periodic Follow-Up Reviews conducted every 2-3 year generally range from $2,495-$3,495.
Tom's financial planning and investment advisory practice provided through Connemara Group concentrates primarily on young and mid-career US Government and private sector professionals and executives; pre- and post-retirement planning, estate planning; business succession planning; and business owner and executive compensation planning.
Mr. Conway is an active member of the following:
American Bar Association
International Bar Association
Maryland State Bar Association
District of Columbia Bar Association
Bar Association of Montgomery County, Maryland
District of Columbia Estate Planning Council
Northern Virginia Estate Planning Council
National Association of Estate Planners and Councils
Investment Management Consultants Association
Garrett Planning Network
National Association of Personal Financial Advisors
Financial Planning Association of National Capital Area
Connemara Group, LLC is an award-winning Rockville, Maryland and Washington, DC based professional fee-only planning and investment consulting firm providing services for a flat fee with no Assets Under Management (AUM) requirement. The firm is consistently named a top peer-ranked fee-only planning firm by Washingtonian magazine and others. President and Founder, Thomas B. Conway, is himself a top fee-only planning professional with more than twenty years of experience and multiple credentials. The team consists of top planners with significant professional backgrounds in law, accounting, economics and other fields.