The Institute for the Fiduciary Standard

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Building a fiduciary culture of honesty, integrity, and expertise.

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The Connemara Group

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The Connemara Group

1700 Rockville Pike Suite 400
Rockville MD 20852

301.998.6595
info@connemara.com
www.connemara.com

Other Locations

1300 Pennsylvania Ave NW 7th FL Washington DC 20004

Services
The Connemara Group offers comprehensive wealth management, investment management, and financial planning.

Compensation methods accepted
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP® (Certified Financial Planners)
Specialty in divorce and/or mediation matters as well as fiduciary matters for trustees.

Link to SEC/state registration:
https://adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=281262

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."