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S Conway Consulting
Sean Conway founded S Conway Consulting in 2018, registering it as a New York-based investment adviser that does business under the name Conway Financial...
S Conway Consulting
Sean Conway founded S Conway Consulting in 2018, registering it as a New York-based investment adviser that does business under the name Conway Financial Planning. The firm was built explicitly to counter the robo-advisor trend by delivering personalized, long-term financial planning alongside portfolio management. Its fiduciary obligation means the firm never collects sales commissions or referral fees, a structural guardrail Conway established from day one. S Conway Consulting offers two investment tracks: clients can direct their own portfolios or delegate full-service management to the firm. The practice spans asset allocation, tax-efficient investing, retirement planning, and education-savings strategy. The firm also advises on estate tax planning, income tax planning, and insurance-risk management, helping clients source appropriate policies. Its client base includes individuals, high-net-worth households, small businesses, non-profits, and endowments, primarily served from its Ithaca headquarters. The firm is registered to operate in New York and California. The firm discloses no AUM or headcount. It operates as a single-location RIA from Ithaca, New York, with no public record of adjacent vehicles, philanthropic foundations, or external club memberships. The advisory practice is structured around Conway's dual role as planner and portfolio manager, giving clients a single point of contact for both financial planning and investment decisions. No recent operational events — fund closes, leadership changes, or regulatory milestones — appear in the public record within the last 24 months. What sets S Conway Consulting apart is the combination of a fee-only fiduciary oath and a deliberate solo-advisor model. Where many registered investment advisers scale by adding advisors or adopting platform technology, Conway appears to have chosen a practice architecture built on direct, continuous client relationships. California registration, alongside its New York base, suggests a client footprint that extends beyond the Finger Lakes region despite the firm's single-office structure.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ithaca
Corporate office
Ithaca, NY, United States
Sector focus
Frequently asked questions
Is S Conway Consulting a single-family office or a wealth management practice?
It is a wealth management practice, not a family office. The firm is structured as a registered investment adviser doing business as Conway Financial Planning, and its client base includes individuals, high-net-worth households, small businesses, non-profits, and endowments — the typical mix of a financial planning and portfolio management firm.
How is the firm compensated?
S Conway Consulting operates as a fee-only financial planner with a fiduciary responsibility to its clients. The firm states it never receives sales commissions or referral fees, so its compensation comes exclusively from client fees — a model designed to eliminate product-sales incentives.
Does S Conway Consulting manage discretionary portfolios?
Yes. The firm offers full-service portfolio management, where it takes on discretionary investment authority. Clients can also choose a self-directed path, suggesting the firm structures its investment management as an optional component within broader financial planning relationships.
What is the firm's geographic reach?
S Conway Consulting is headquartered in Ithaca, New York, and is a registered investment adviser in both New York and California. The dual-state registration implies it actively serves or solicits clients on both coasts, but no additional office locations are publicly listed.
Who makes investment decisions at S Conway Consulting?
Principal Sean Conway appears to be the sole named professional associated with the firm. The practice's solo-advisor model means investment decisions and financial planning advice are both delivered directly by Conway, without an investment committee or separate portfolio-management team disclosed publicly.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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