Conor B. Maguire
Principal Wealth Advisor & Investment Strategist | J.D.
- Role
- Financial Advisor at Clarion Wealth Management Partners
- Location
- Washington, WA, US
- LinkedIn followers
- 500 followers
About Conor B. Maguire
Wealth management professional focused on behavioral psychology and behavioral economics and their applications in personal finance. Favorite quotes: “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.”—Daniel Kahneman\"The best ideas do not emerge within disciplines, they emerge at the intersections between them.”—Rory Sutherland “Changing your mind is one of the most difficult things we do. It is far easier to fool yourself into believing a falsehood than admit a mistake.”—Morgan Housel“Let our advance worrying become advance thinking and planning.”—Winston Churchill
Experience
Financial Advisor
Clarion Wealth Management Partners
Jan 2023 — Present · Washington, DC, US
Personalized Wealth ManagementI collaborate with clients to design and implement tailored wealth management strategies, ensuring each plan aligns with their financial goals, values, risk tolerance, and unique perspectives.Holistic Financial PlanningI provide a comprehensive suite of financial planning services, recognizing that human emotions and experiences are inherently intertwined with financial decisions.Transparent Client CollaborationCommitted to transparent and consistent communication, I foster partnerships where clients feel informed, heard, and emotionally secure in their financial journeys.Portfolio ManagementIn overseeing investment portfolios, I maintain a balanced focus on optimal asset allocation and risk management, emphasizing how clients\' goals and values influence our investing approach.Behavioral FinanceI integrate principles of behavioral finance into all aspects of client assessments and strategic planning, enhancing both the emotional and financial well-being of my clients.
Education
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.)
George Mason University
Certificate in Financial Planning, CFP® Board-Registered Program
The Catholic University of America
Bachelor of Arts (B.A.), Political Science, Economics
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