Business Details
27 Years
experience
Your Trusted Partner for Financial Advisers Solutions
Condon T L is an independent, employee-owned registered investment advisory firm dedicated to providing objective financial advice and personalized service. Our reputation has been built on over 50 years of combined experience, conscientious advice, and strong values. We believe in building long-term relationships with clients through confidence, trust, and a commitment to placing client interests first. Our team includes professionals with designations such as Certified Financial Planner, Personal Financial Specialist, and Certified Public Accountant. We offer comprehensive financial planning, investment management, and wealth management services tailored to individuals, families, and small business owners.Our fiduciary duty ensures transparent, conflict-free advice, while our team approach leverages collective expertise to deliver impactful solutions. We maintain independence to focus on sound advice rather than product sales, and we practice what we preach by managing our own assets using the same strategies we recommend. Our goal is to provide financial peace of mind, allowing clients to focus on personal and professional priorities.
Services
Financial Planning
Investment Management
Wealth Management
Tax Services
Family Office Solutions
Details
- Year established: 1999
Highlights and features
- We offer over 50 years of combined experience in financial planning and investment management.
- Our team approach ensures clients benefit from collective expertise and diverse perspectives.
- We adhere to a fiduciary duty standard, guaranteeing transparent and conflict-free advice.
- Our personalized strategies integrate financial planning, tax services, and wealth management.
- We maintain independence to prioritize client needs over product sales.
Associations and certifications
- Certified Financial Planner (CFP)
- Personal Financial Specialist
- Certified Public Accountant (CPA)
Services
Financial Planning
Our financial planning service helps clients define and achieve their financial goals through a personalized six-step process. We analyze your unique situation, create tailored strategies, and provide ongoing guidance to ensure financial comfort, confidence, and control. The service addresses budgeting, retirement planning, risk management, and estate planning.
Investment Management
We design personalized investment strategies based on client-specific objectives, risk tolerance, and time horizons. Our approach combines multiple asset allocation methods and adapts to evolving market cycles and client needs. We collaborate with world-class money managers to optimize portfolio performance and long-term growth.
Wealth Management
Our wealth management service coordinates financial planning, investment management, tax preparation, and estate strategies to align with long-term objectives. We provide ongoing monitoring, consolidated financial reporting, and access to private events to help clients preserve and grow their wealth effectively.
Tax Services
Through our affiliated firm Condon & Lapsley, LLC, we offer comprehensive tax services including preparation, planning, and advisory support. Our certified professionals ensure compliance with tax regulations while identifying opportunities to minimize liabilities and optimize financial outcomes for individuals and businesses.
Family Office Solutions
We provide coordinated services for high-net-worth families, including cash flow management, insurance planning, estate transfer strategies, and legal resource coordination. Our goal is to simplify complex financial lives, ensuring alignment with personal values and long-term legacy goals through proactive, customized management.
People
Thomas L. Condon
Founder/Financial Planner/Financial Manager
Thomas L. Condon founded Condon T L with a commitment to client-centric financial advice. He brings decades of experience in accounting and financial planning, emphasizing integrity, personalized service, and long-term relationships.
Sean M. Condon
CFP Financial Planner, President/CEO
Sean M. Condon, a Certified Financial Planner, leads Condon T L as President/CEO. He focuses on delivering comprehensive financial strategies, leveraging his expertise in investment management and client advocacy to uphold the firm's fiduciary standards.
Questions
What services does Condon Wealth Management offer?
We offer financial planning, investment management, wealth management, tax services (through Condon & Lapsley, LLC), and family office solutions tailored to individuals, families, and small businesses.
How does Condon Wealth Management approach financial planning?
We use a six-step process to create personalized financial plans, addressing budgeting, retirement, risk management, and estate planning while adapting strategies to evolving client needs and market conditions.
What makes Condon Wealth Management different from other firms?
Our independence, fiduciary duty, team approach, and integration of financial planning, tax services, and investment management set us apart, ensuring holistic, client-focused solutions.
How are investment strategies developed for clients?
We assess client goals, risk tolerance, and time horizons, then combine asset allocation methods and collaborate with top money managers to build portfolios aligned with long-term objectives.
What areas do you serve?
We primarily serve clients in Plymouth, MA, and surrounding areas, offering services to individuals, families, and small businesses nationwide through virtual consultations.
