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

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

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This Office

1455 Pennsylvania Ave NW Suite 400 Willard Office Building Washington, DC 20004-3002 Phone: (301) 321-3600 Fax: (301) 881-6898

Other Offices

11300 Rockville Pike Suite 712 One Central Plaza Rockville, MD 20852-3003 Phone: (301) 321-3600 Fax: (301) 881-6898