Conway Financial Group, LLC
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About
Conway Financial Group provides financial planning and investment management to individuals, trusts, and estates, delivering annual financial planning reviews plus implementation and ongoing portfolio management. Services described in the brochure include retirement and tax planning, estate and risk-management reviews, education and special-project planning, and implementation through third‑party custodians.
The firm’s investment approach relies on fundamental and cyclical analysis to construct diversified, risk‑based portfolios intended for long‑term capital appreciation with an emphasis on capital preservation and reduced volatility. Portfolios typically combine no‑load mutual funds, ETFs, dividend‑paying equities, and fixed‑income (including municipal and corporate bonds), are rebalanced periodically, and are guided by a written investment policy and regular account reviews tied to clients’ cash flow and tax situations.
Conway’s fee model is notable among peers: it generally charges flat, periodic advisory fees for both planning and management rather than the more common percentage‑of‑AUM billing, and it does not participate in wrap programs or accept performance‑based fees. The firm manages about $178 million for a relatively small client base (84 clients) with a compact advisory team, a configuration that produces relatively high assets per client and may support a more individualized planning‑and‑implementation workflow.
Client services
Expertise
Fee options
Annual flat fees for Annual Financial Planning & Investment Implementation and Ongoing Investment Management Services
Account minimum: No minimum account value required to open or maintain an account; however, there is a minimum annual fee of $3,500 for Ongoing Investment Management Services. Minimum fee: Minimum annual fee of $3,500 for Ongoing Investment Management Services Fee-only: Annual flat fees ranging from $3,000 to $15,000 for Annual Financial Planning & Investment Implementation; annual flat fees ranging from $3,500 to $50,000 for Ongoing Investment Management
Main office
390 South Woods Mill Road, Suite 175
Chesterfield MO 63017
Advisors at this office
2
Most active in
Indiana · Louisiana · Missouri · Texas
Also doing business as
Conway Financial Group, LLC · Conway, Patricia Maureen
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Patricia C
CFP®, Series 65
Chesterfield, MO
Conway Financial Group, LLC
Patricia Conway is a CFP® and holds a Series 65 license, with 20 years of experience in the financial services industry. She has been with Conway Financial Group, LLC since 2005. Conway Financial Group provides financial planning and investment management services to individuals, trusts, and estates. The firm employs a fundamental and cyclical analysis approach to create diversified, risk-based portfolios focused on long-term capital appreciation and capital preservation, offering comprehensive planning and ongoing portfolio management through a flat, periodic advisory fee structure.
Dylan C
CFP®
Chesterfield, MO
Conway Financial Group, LLC
Dylan Camp is a CFP® professional with six years of industry experience, currently advising at Conway Financial Group, LLC since 2019. Prior to joining Conway Financial Group, he worked at Prosperity Planning, Inc. and has experience outside the financial industry with the Newton YMCA. Conway Financial Group provides financial planning and investment management services to individuals, trusts, and estates. The firm emphasizes fundamental and cyclical analysis to create diversified, risk-based portfolios focused on long-term capital appreciation and capital preservation, using a fee model based on flat periodic advisory fees rather than percentage-of-assets billing.
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