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Mini michael conway
Conway Wealth Group
Parsippany, NJ

Michael Conway

CFP®, ChFC®
We guide families toward Aligning Life & Wealth®
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Meet Michael

Michael's Story - Michael Conway Conway Wealth Group at Summit Financial Resources
Michael's Story - Michael Conway Conway Wealth Group at Summit Financial Resources
What Do You Do For a Living? - Michael Conway
What Do You Do For a Living? - Michael Conway
Video Transcripts

Michael Conway, CFP®, ChFC® is founder and CEO of Conway Wealth Group LLC at Summit Financial Resources Inc., a premier, independent financial planning and advisory group. He is a Principal of Summit Financial Resources and serves on the company’s Board of Directors.

As a successful and well-respected financial advisor, Michael has spent more than 30 years building his own practice and providing clients with specialized solutions that blend financial and…

Michael Conway, CFP®, ChFC® is founder and CEO of Conway Wealth Group LLC at Summit Financial Resources Inc., a premier, independent financial planning and advisory group. He is a Principal of Summit Financial Resources and serves on the company’s Board of Directors.

As a successful and well-respected financial advisor, Michael has spent more than 30 years building his own practice and providing clients with specialized solutions that blend financial and estate planning strategies with open architecture investment management. Michael has been recognized by Investopedia as one of the top 100 most influential advisors in the country.

Michael’s clients include successful entrepreneurs, corner office executives, CEOs, CFOs, Wall Street professionals, professional athletes, and others—all with significant wealth tied to their businesses or employers. In tandem with coordinated financial planning and investment management, we steer clients toward Aligning Life & Wealth®. Through our Alignment Index™, we quantify not just investment gains, but gains in the categories of life that actually create lasting happiness and a Life Beyond the Numbers™.

Michael is a member of the Financial Planning Association, and has earned Certified Financial Planner® and Chartered Financial Consultant® credentials. In addition, Michael is frequently looked to as an expert in financial news media, and has been featured in various publications, including Barron’s, the Wall Street Journal, Investment News, and Investor’s Business Daily, among others.

Michael has three children and lives in New Jersey with his wife, Leslie, and two dogs. He enjoys church, backpacking, scuba diving, and horseback riding.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments

Experience with

Small business owners
Finance professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®

Education

Bachelors
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