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Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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About Us

“Trust is like the air we breathe –When it’s present, nobody really notices; When it’s absent, everybody notices.”

— Warren Buffett

Mullooly Asset Management CEO

We are so grateful for the partnerships and friendships we have with our clients. You make our work fun and fulfilling.

Mullooly Asset Management is a true family business.
We’re four advisors: a father, blessed with three sons.

Mullooly Asset Management is a team.
Each advisor is aware of what’s happening with all clients. Each advisor stands ready to speak with you, on behalf of the team, at any time.

Mullooly Asset Management is a fee-only investment advisory firm.
Investment advisors like us are very different from financial advisors, brokerage firms and insurance salesmen posing as financial planners. We don’t accept commissions and our fee structure is transparent.

Mullooly Asset Management has a fiduciary obligation to our clients.
This means we have an obligation to act in our clients’ best interests at all times. Serving as a fiduciary is (sadly) not yet common in our industry.

Mullooly Asset Management leads with planning.
Before we begin managing any money or creating plans for clients, we start with building your balance sheet and mapping your cash-flow. This tells us your situation now. And these help project where you’ll be in the future. We also measure your tolerance for risk. Then, we measure that appetite for risk against your current investments. Together we can see what’s keeping you up at night!

Mullooly Asset Management began in 2002.
After 16 years as a broker working on commission, and having managed a branch office for a major firm, Tom started this firm back in 2002 with a simple fee-only structure. Tom has seen (or sold) virtually every product created by the brokerage industry and can show you the where the pitfalls lie.

Meet the Team

Brendan Mulooly CFP 1

Brendan Mullooly

Certified Financial Planner (CFP)®

Brendan Mullooly is a Certified Financial Planner® and Investment Adviser Representative with Mullooly Asset Management, Inc.

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Casey Mullooly Junior Financial Analyst 1

Casey Mullooly

Investment Adviser Representative (IAR)

Thomas Casey Mullooly is an Investment Advisor Representative (IAR) at Mullooly Asset Management, Inc.

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Donna J. Mullooly VP Client Happiness 1

Donna Mullooly

VP – Client Happiness

Donna Mullooly is our “VP of Client Happiness” here at the firm.

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    Timothy Mulooly Investment Adviser Representative 1

    Timothy Mullooly

    Certified Financial Planner (CFP)®

    Timothy Mullooly is a Certified Financial Planner® and Investment Adviser Representative with Mullooly Asset Management, Inc.

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    Thomas P. Mullooly Owner Founder 1

    Tom Mullooly

    Certified Financial Planner (CFP)®

    Thomas P. Mullooly is a Certified Financial Planner®, Investment Adviser Representative and President of Mullooly Asset Management, Inc.

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    Schedule A Meeting
    732-223-9000

    Have questions? Call: 732-223-9000

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    1971 State Route 34, Suite 102
    Wall Township, NJ 07719

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    The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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