CONWAY FINANCIAL GROUP, LLC

Overview

Conway Financial Group, LLC is an independent, owner-operated registered investment adviser focused on fee-based planning and discretionary portfolio management for individuals and small businesses. The firm leans heavily on public funds — primarily mutual funds — as the core of client portfolios, while also incorporating fixed income through corporate debt and selective alternative exposures. Services are delivered on a fixed-fee basis and the firm emphasizes personalized, discretionary management rather than serving as a large institutional allocator. Conway Financial Group does not position itself as an ESG investor and is not structured as a multi-state or related adviser. Its advisory activities center on financial planning and ongoing portfolio oversight for individual and family clients, with account programs built around core public funds and complemented by external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices