Conway Financial Group, LLC

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.