Conaghan Financial Services

Overview

Conaghan Financial Services operates as a sole-proprietorship independent RIA focused on providing financial planning and portfolio management to individuals and small businesses. The firm is small and client-focused, combining advisory work with accounting services, which suggests an emphasis on integrated tax-aware planning alongside portfolio oversight. Investment activity is concentrated in liquid equity exposures, with a clear preference for exchange-traded instruments and a fee arrangement listed as "Other," which may reflect a customized billing approach rather than a standard percentage-based advisory fee. The adviser is not positioned as a multi-state or pension consultant, and it does not report active ESG investing. Services center on individualized planning and discretionary portfolio management tied to one or a very small number of client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices