A FEE-ONLY, FIDUCIARY FINANCIAL PLANNING FIRM
Houlihan Financial Resource Group, Ltd. is an independent, fee only, financial planning firm founded on the belief that the client’s interest always comes first. We serve families, small business owners, and other professionals throughout the greater Washington D.C. area (Virginia, Maryland and the District of Columbia) and throughout the country.
We believe in the Fiduciary Oath that The Committee for The Fiduciary Standard has drafted. It is straight forward and simple, and puts us on the same side of the table as you.
The Fiduciary Oath:
- Put the client’s best interests first
- Act with prudence, that is, with the skill, care, diligence and good judgment of a professional
- Do not mislead clients--provide conspicuous, full and fair disclosure of all important facts
- Avoid conflicts of interest
- Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts
A PERSONAL APPROACH TO YOUR FINANCIAL LIFE
Our success depends on you being successful in meeting your goals; it is not based simply on the rate of return of the portfolio from one quarter to the next quarter. We provide value to you by being involved in all financial decisions that affect your lives.
It is essential to provide investment education to help manage your expectations. We use an educational approach to provide information about our philosophy and style of management.
We believe that when you are proactive in looking at your future, it presents many more options for realizing your future goals and objectives. At the end of the day, that’s our service...helping you to realize your goals.