Connolly Financial Group

Overview

Connolly Financial Group is a small, owner-run advisory corporation focused on serving individual and family clients, with additional advisory work for small businesses. The firm operates on a percentage-of-assets fee model and provides discretionary portfolio management alongside the selection and oversight of third-party advisers. Its investment posture tilts strongly toward listed equities and exchange-traded vehicles, and it does not position itself as an active ESG investor. The firm functions as a capital allocator: it constructs primary portfolios in-house while selectively using outside managers or sub-advisers where specialized strategies are needed. Given its size and single-office footprint, the investment approach favors liquid, readily tradable instruments that support hands-on management and straightforward reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices