A complete list of active advisors currently associated with Connolly Financial Advisors, Inc.

Warmer can help you find a great advisor at Connolly Financial Advisors, Inc. or one who fits your needs even better.

Connolly Financial Advisors provides wealth management, investment advisory and comprehensive financial planning primarily for individual clients, and also serves trusts, estates, charitable organizations, business entities and retirement plans. Services include ongoing investment oversight, financial planning and business retirement plan consulting, with implementation and custody arranged through a dedicated third‑party platform. The firm manages client portfolios on a non‑discretionary basis only, requiring client approval before trades or strategy changes, and monitors accounts continuously with formal reviews at least annually. Investment implementation is executed through the SEI Private Trust Company platform in a manager‑of‑managers structure, using mutual funds, ETFs and separately managed accounts selected and monitored via the SEI program. Noteworthy for its size and structure, the firm manages roughly $93 million across about 125 client relationships while operating with a relatively small advisory team, and it reports that essentially all assets are handled non‑discretionarily — an arrangement that is uncommon among peers. The advisory business is affiliated with a separate CPA/tax and bookkeeping practice owned by the same principal; those accounting and tax services are offered under distinct engagements and billing and can affect how clients coordinate implementation and reporting.

To learn more about the advisors currently working at Connolly Financial Advisors, 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.