A complete list of active advisors currently associated with Connolly Financial Group

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

Connolly Financial Group serves individual clients, trusts, and retirement accounts, managing roughly $16 million across about 30 client relationships. The firm provides fee-based asset management and acts as the client’s registered investment advisor and relationship manager, coordinating with external money managers for portfolio implementation. CFG delegates trading and portfolio implementation to two third-party managers — Capital Investment Counsel and Innova Wealth Partners — and manages client accounts on a discretionary basis within those firms’ offerings. Portfolios may include individual stocks, bonds, ETFs, and tactical ETF strategies (IWP reviews models weekly), and CFG monitors performance, enforces client-imposed restrictions such as trading frequency or socially minded investing, and facilitates client communication with the managers. Notably, the firm uses a very limited set of external managers and receives a portion of those managers’ advisory fees, a concentrated revenue-sharing arrangement that is disclosed to clients. With a practice dating to 1981, CFG emphasizes oversight and transparency: it does not take custody of client assets, does not vote proxies on clients’ securities, and provides custodian statements and manager commentaries for client review.

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