Ed Conarchy

I have been providing personal mortgage advice since 1990.

In 2007, my focus shifted to helping my clients with more than just getting a great mortgage. I felt obligated to educate my clients on the importance of choosing a mortgage plan that would complement their holistic financial plan. My goal became helping clients choose a mortgage plan that would improve their ability to: 1) save more for their retirement 2) save more for their child’s education 3) pay off all their high-interest debt 4) save more in their liquid cash rainy-day fund.

In 2008 I obtained my Series 65 Investment Adviser license. Now I am one of just a handful of people in America that hold a mortgage advisor and an investment advisor license simultaneously. With my investment advisor license comes the requirement for me to be a fiduciary. Fiduciaries are obligated by law to act in their client’s best interest, rather than operating out of self-interest. I take my fiduciary oath very seriously and therefore only make recommendations that are the best financial decision for my clients.

I spend a great deal of time with each client to develop a personal financial plan centered around the proper mortgage to meet their financial needs. I teach my clients that a mortgage is not a necessary evil, but a powerful financial tool. The concentration of my business is a broader goal of maximizing my clients’ wealth. I educate my clients about the importance of liquidity, diversification, rebalancing, and long-term investing in their holistic financial plans.

I don’t believe the American Dream is merely homeownership. I believe the real American Dream is financial security. I am educating everyone I can on how to accomplish this dream.

If you’re searching for an independent and objective advisor, who is looking out for your best interest and helping you reach financial security faster, it would be my pleasure to serve you.