A complete list of active advisors currently associated with S Conway Consulting, LLC

Warmer can help you find a great advisor at S Conway Consulting, LLC or one who fits your needs even better.

The firm serves individual clients across a range of net worths and also provides advisory services to small businesses, non-profits, and endowments. Its work centers on household financial planning—about 75% of engagements are comprehensive financial plans—and on fee-only investment advice and discretionary portfolio management. The firm's investment approach is long-term, diversified, and largely buy-and-hold, emphasizing low-cost, index-based investments and periodic rebalancing; it uses model portfolios and requires a mutually agreed Investment Policy Statement for managed accounts. While the firm typically invests in ETFs, mutual funds, equity and fixed income securities, it may also employ derivatives in separately managed accounts to implement tactical or risk-management objectives. Noteworthy attributes include its solo-advisor structure—a single CFP practitioner who also performs compliance and supervision—managing roughly $16 million for a compact client base, and an explicit focus on coordinating personal and small-business finances for owners. The firm requires discretionary authority for portfolio management and generally requires managed accounts to be custodied at Charles Schwab, practices that are not universal among similar independent advisers.

To learn more about the advisors currently working at S Conway Consulting, LLC, 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.