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

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.