Condon T L

At Condon Wealth Management, we pride ourselves on providing comprehensive, intelligent wealth management strategies to individuals, families, and small business owners. Our team of experts is dedicated to building long-term relationships with our clients through hard work, integrity, and a commitment to putting our clients' interests first.

Our History

Condon Wealth Management's rich history dates back to 1972, when our founder, Tom Condon, launched his own Certified Public Accounting firm, Condon & Lapsley, LLC. Over the years, Tom expanded his services to provide financial planning support to his tax clients. In the 1990s, he had a vision to create a financial services business that would combine financial planning, investment advice, insurance, and tax services. In 1999, he founded TLC Financial Advisors, and in 2002, his son Sean M. Condon joined the firm, and together they rebranded the business under the Condon name and created Condon Wealth Management, Inc.

Our Values

At Condon Wealth Management, we believe that our success is measured by the success of our clients. Our dedication to our clients' success is reflected in everything we do and is guided by the following principles:

• Act with Integrity and Place Our Clients' Interests First: Since Tom Condon started his accounting practice in 1972, his commitment has always been to act in his clients' best interests. Our firm provides financial guidance based on open, honest interaction and adherence to a written code of ethics.
• Listen Attentively and Understand Our Clients' Needs: We take the time to get to know our clients and understand their needs. We make a point to listen to our clients' stories and gain important insights on what's important to them. This allows us to develop customized financial plans that cater to their unique needs.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: Our team of experts will work with you to create a personalized financial plan that takes into account your unique needs and goals.
• Investment Management: Our investment management expertise helps our clients make informed investment decisions to achieve their financial objectives.
• Wealth Management: We take a holistic approach to wealth management, considering all aspects of our clients' financial situations to provide tailored solutions.

Why Choose Condon Wealth Management?

At Condon Wealth Management, we pride ourselves on our long history of providing exceptional service to our clients. Our team of experts has over 50 years of combined experience, ensuring that our clients receive the highest level of expertise and guidance.