CONNOLLY FINANCIAL ADVISORS, INC.

Overview

Connolly Financial Advisors, Inc. is an independent registered investment adviser serving a predominantly individual and family client base. The firm operates with a fee model that blends percentage-of-AUM billing and hourly fees, and its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. A notable operational trait is the firm's largely non-discretionary stance: clients retain trading authority while the adviser provides recommendations and portfolio construction. Investment emphasis skews toward equities, with the firm showing a clear preference for exchange-traded instruments. That equity focus is applied within a client-driven framework—advice and portfolio adjustments are executed with client approval rather than under broad discretionary authority. The firm also works with accountants as an industry affiliation, indicating coordination on tax and reporting matters for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices