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Making money is hard.

Making it grow shouldn't be!

About US

Houlihan Asset Management, LLC is a Fee-Only Registered Investment Advisor and financial planning firm. We offer practical financial advice and prudent investment management. As investment and tax professionals, we're uniquely qualified to focus on your entire financial picture, including assisting you with financial goals. Once your goals are defined, the CPAs and CFP on our staff work with you to design an investment plan to reach them. We believe in client education that helps you understand your finances, and feel empowered to make more informed financial decisions. 

Power of trust

As a member of the National Association of Personal Financial Advisors (NAPFA), we adhere to a Fee-Only service structure. This means that Houlihan Asset Management receives no commissions from the investment options we propose; ensuring there are no hidden costs or inherent conflicts in our counseling. We advocate complete transparency and are committed to work in your best interest. 


simplify complexity

Our product is financial planning; what we sell is a simpler lifestyle. Options and choices are usually a good thing but, in the financial world, options can be overwhelming. We sift through the myriad of investment options and suggest those that best fit your needs. We then implement, monitor and adjust as needed.

Meet the Team

Principal Partner profiles


We'd love to hear from you

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