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.

Name	Location	Years of experience
John Connolly	Grand Junction, CO	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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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