Thomas Conway (AEP, AIF®, CFP®, CIMA®, CLU, CPWA®)

Thomas Conway focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Thomas B. Conway, JD CFP® AEP® CTFA® CIMA® CPWA® AIF® CLU® RICP® CRC® CPO® is a Washingtonian peer-rated top fee-only Certified Financial Planner and attorney based in Rockville, Maryland. Tom is the President, Founder and Managing Member of the Connemara Group, LLC, http://connemara.coma strictly fee-only financial planning and registered investment advisory firm with locations in Rockville and Washington, DC (Willard Office Building). His multi-disciplinary practice is strictly fee-only and is limited to providing professional personal financial planning services and related investment consulting services. Tom is multi-credentialed in retirement income planning as well as in all areas of personal financial planning. The firm does not manage money and has no minimum Assets Under Management (AUM) requirement. Typical clients are affluent, well-educated professionals seeking broad-based planning incorporating specific investment advice followed by regular checkups and guidance. Clients are given a list of general as well as specific planning and investment recommendations which Clients then implement directly themselves. Rather than charging ongoing fees based upon a percentage of AUM, the firm charges a flat, fixed fee for its initial services and a flat, fixed fee for periodic follow-up reviews. Fees for Initial Situational Planning and Investment Reviews typically range from $6,495-$9,995 for individuals and couples. Subsequent Periodic Reviews generally cost $2,995-$3,995. For clients preferring regular follow-up throughout the year, an attractive Modified Retainer option is offered. The firm concentrates primarily on long term wealth accumulation, retirement income planning, estate planning and planning for corporate executives and higher level Federal employees.
Additional Information
Thomas B. Conway, JD CFP®, AIF®, CTFA® CIMA®, CPWA®, CLU® RICP®, CRC®, CAP®, CPO®, President & Founder of the Connemara Group http://connemara.com is a member of the following professional organizations:
American Bar Association
International Bar Association
Maryland State Bar Association
District of Columbia Bar Association
District of Columbia Estate Planning Council
Northern Virginia Estate Planning Council
Investment Management Consultants Association (IMCA)
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association of the NCA
Garrett Planning Network
fi360
International Foundation for Retirement Education (InFRE)
In addition to practicing estate planning and elder law and providing unbiased fee-only financial planning and family office consulting services, Mr. Conway enjoys walking, hiking, and travel. He also has an interest in foreign and ancient languages. His wife, D. Elizabeth Walker, is a founding partner in Walker & Murphy, a law firm in Rockville, Maryland concentrating in medical malpractice defense and related litigation. Tom and Elizabeth have two children, Kathryn and Matthew.
NAPFA Start Date
December 29, 2009