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About Thomas B. Conway, JD, CFP®, CIMA®, CPWA®, AIF®, AEP®, CLU®, RICP®, CRC®, RMA®, CAP®

Hi, I’m Tom. Whether you are just getting started or are approaching retirement, call us. With top credentials, decades of experience and cutting-edge technology, we have what it takes. We work with a wide variety of bright, interesting and well-educated clients including young and mid-career professionals as well as high-net-worth pre-retirees and retirees in the public, private and not-for-profit sectors. We meet in-person in our offices in Rockville MD and in locations in Washington DC and Tysons Corner VA. We also work virtually both nationally as well as internationally. We are fee-for-service and charge a flat fee for all initial work. Clients can then choose to engage us for ongoing service and support or return on an as-needed basis.

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Ideal Clients

  • Attorneys
  • Baby Boomers
  • Business Executives
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Initial Review Fee: $5,995+


  • Follow-Up Review Fee: $2,995+


  • Hourly Review Fee: $1,195 min.


  • Optional Monthly Service & Support: $100+/moComprehensive planning: $0 – $150/mth
    Depending on the amount of assets under management.


  • One-time project: $150 – $250/hr
    Depending on complexity and scope of engagement.

SEC Records

States Registered

  • Maryland
  • Virginia