^{About Us}
A Team Defined by Discipline and Purpose

^About
Where Intention Meets Execution

Tom Conneran established Conneran Financial to offer an alternative to brokerage firms that call their clients with an 'investment of the week' or a conversation that ends with the “if you've got some money I think you should buy some” suggestion. Tom takes time to understand the goals you want to achieve with your money and recommends solutions that make sense.

Whether it is investing for your kid's college, investing to build a retirement nest egg, or actually taking retirement income from your retirement nest egg; understanding your goals is critical. During the initial meeting, Tom will explain how he approaches recommending investment solutions. His goal is to make sense of investing!

Contact Tom. There is no charge for the initial meeting and Tom will explain how he is compensated.

Tom is a Certified Financial PlannerCustom Page Content™, CFP^®. Conneran Financial Advising LLC works with Cetera Wealth Services, LLC and Pershing as Broker-Dealer and Clearing Firm respectively.

^{What Makes Us Different}
Built on Principles That Put You First

The way we work isn't accidental — it's the result of clearly defined principles that guide every decision we make on your behalf.

Our Mission

We exist to provide structured, research-driven financial guidance that helps our clients pursue their goals with clarity and confidence. Every recommendation we make is grounded in analysis, not assumption.

Our Vision

We aim to set the standard for what thoughtful, disciplined financial planning looks like — one client relationship at a time.

Our Core Values

Transparency, accountability, and intellectual rigor are at the center of everything we do. We believe you deserve to understand the "why" behind every strategy, and we'll always take the time to explain it.

^{Meet The Team}
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Tom Conneran, CFP^®

Financial Advisor

Jennifer Conneran

^{Get Started}
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan

About UsA Team Defined by Discipline and Purpose

AboutWhere Intention Meets Execution

What Makes Us DifferentBuilt on Principles That Put You First