A complete list of active advisors currently associated with Condon Wealth Management, Inc.

Warmer can help you find a great advisor at Condon Wealth Management, Inc. or one who fits your needs even better.

Condon Wealth Management provides advisory services to individual investors (including high‑net‑worth clients), trusts, and small businesses. The firm offers discretionary and non‑discretionary portfolio management, turnkey asset management program (TAMP) implementations, manager‑of‑managers arrangements, financial planning and consulting, and retirement plan consulting as a 3(21) non‑discretionary fiduciary where requested. The firm builds Personal Investment Policy Statements through client interviews and implements strategies using asset allocation, fundamental and technical analysis, and both long‑ and short‑term trading approaches. CWM routinely places clients into third‑party managers and TAMP solutions and sponsors a wrap fee program that aggregates management, administrative and transaction costs into a single client fee while executing trades through its chosen custodian. Several business relationships distinguish CWM from many peers: firm personnel are also registered representatives of a broker‑dealer and are licensed insurance agents, so they may receive commission‑based compensation in addition to advisory fees, and the firm is affiliated with an accounting practice that provides separate fee‑for‑service tax and accounting work. These dual roles and the firm’s wrap program sponsorship are disclosed in its brochure and addressed through written disclosures, a Code of Ethics, and policies intended to manage the resulting conflicts of interest; clients are not required to use the affiliated firms or purchase recommended products from firm‑affiliated representatives.

To learn more about the advisors currently working at Condon Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sean Condon	Plymouth, MA	23
Thomas Condon	Plymouth, MA	27

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support