John N. Carmody D.D.S. Cfp, Inc.

Overview

John N. Carmody D.D.S. Cfp, Inc. is a small, owner-operated corporate advisory practice focused on individual and family clients. The firm is controlled by John N. Carmody and provides portfolio management for individuals and small businesses, along with pension consulting services. Its fee model is a mix of percentage-of-AUM, hourly charges and fixed fees, reflecting a combination of ongoing investment relationships and project-based planning work. Investment activity is concentrated in liquid, publicly available vehicles—primarily mutual funds—while the firm supplements core allocations with targeted alternative exposures. The adviser does not position itself as a capital allocator and is not an active ESG investor. The business operates on a single-state basis and manages portfolios on a discretionary basis.

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Location & Offices