| Company: | Connemara Group LLC |
| Contact: | Thomas Conway |
| Address: | One Central Plaza 11300 Rockville Pike Suite 712 |
| City: | Rockville |
| State: | MD |
| Zip: | 20852 |
| Phone: | (301) 321-3600 |
| Fax: | (301) 321-3610 |
| Email: | tom@connemara.com |
| Website: | www.connemara.com |
About My Practice
Connemara Group LLC provides detailed professional personal financial planning and related investment consulting services for a flat, fixed fee. Clients initially engage the firm for an in-depth Situational Review. Follow-up is done via modified retainer or on an as-needed, a la carte basis. The firm currently does planning work for more than 400 households in the DC metropolitan area as well as nationally and internationally. In approximately 40% of households, one or both spouses are higher level Federal employees (CSRS or FERS). The firm is familiar with all aspects of Federal benefits. Thomas B. Conway, JD CFP AEP TEP CTFA CIMA CPWA CLU AIF CRC RICP CAP, President & Founder, is a highly credentialed planner with more than twenty (20) years of planning and investment-related experience and expertise. Mr. Conway meets with clients in the firm's main Rockville MD offices as well as in DC (Willard Office Building).
Offering Advice Since
1996
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: JD CFP AEP TEP CTFA CIMA CPWA CLU AIF RICP CRC CAP CPO
Insurance Licenses: MD
Education: BA JD
Investment Advisor Registration: MD DC VA
Associations & Affiliations: FPA, NAPFA, American Bar Association, American Bankers Association
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
My Association with the Office or Firm
Owner/Partner
