Our Commitment to You

Is strict observance of the Certified Financial Planners Board of Standards Code of Ethics and Professional Responsibility:

• Protection of client confidentiality
• Full disclosure of fees
• Regular client communication and highly personalized service
• Focus on personal and financial goal achievement
• Strong emphasis on client education

Our Fees:

Connolly Financial Advisors is a fee-only firm. Fee-only financial planners are compensated solely by client fees and do not accept commissions or compensation from any other source. In contrast, commission-based or fee-based planners are compensated entirely or in part on commissions from products recommended and sold.

Both commission and fee-based planners have an incentive to invest their clients' money in products that pay the highest commissions. At Connolly Financial Advisors, Inc. we believe there is a significant conflict of interest if an advisor stands to gain personally from any action recommended to the client.