Meet the family excited to help you navigate your financial future

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

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A true family business

In business for more than 20 years, we’re four advisors: a father, blessed with three sons.

A hard-working team

Each advisor is aware of what’s happening with all clients. We all stand ready to speak with you, on behalf of the team, at any time.

A fee-only structure

We’re different from financial advisors, brokerage firms, and insurance salesmen posing as financial planners. We don’t accept commissions, and our fee structure is transparent.

A fiduciary obligation

We are honored to act in our client’s best interests at all times. Serving as a fiduciary is (sadly) not yet common in our industry.

A focus on planning

Before we begin managing any money or creating plans for clients, we get to know them 1:1. Only then can we create a customized plan for their unique goals.

A celebrated history

Tom started this firm back in 2002 with a simple fee-only structure. He has seen (or sold) virtually every product created by the brokerage industry and can show you where the pitfalls lie.

Meet our Team

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

Brendan Mullooly

Certified Financial Planner (CFP)®

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

Casey Mullooly

Investment Adviser Representative (IAR)

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

Donna Mullooly

VP – Client Happiness

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

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.

Tom Mullooly

Certified Financial Planner (CFP)®

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

Here’s how it works:

step one

Schedule a free consultation

No need to bring documents. We just want to listen to your story. You’ll learn about our process and let you ask lots of questions.

step two

Build a customized plan

We'll work on creating a plan, including your cash flow & balance sheet, to help you gain a better grasp of where you stand. And what your future could look like.

step three

Looking ahead, working together

We’ll have a straightforward, easy-to-understand path built just for you. And, as fiduciaries, we will be alongside you each step of the way.

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What we can help you with

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Wealth management

It does not matter whether you're new to accumulating wealth or have worked for years to build your nest-egg.

Financial planning

If you’re ready to use your money intentionally to create the life you want, we’re here to help. Our team will assist you in making smart, informed decisions with your finances.

Retirement planning

Planning for retirement shouldn’t feel like a guessing game. You deserve to understand all of your options before deciding what’s best for you.

Investment management

The last thing you want to do is leave your savings to chance. Our team will develop an investment portfolio that allows you to live life on your terms — not the stock market’s.

Estate planning

Leaving a legacy shouldn’t be so complicated. We’ll develop an estate strategy that ensures your hard-earned wealth ends up in the right hands.

4 steps to prepare you for the next 25 years

Our latest free guide will help you:

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Get started in creating the life you envision

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Be sure by knowing your numbers at all times

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Create your own financial legacy with a will and power of attorney

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Intentionally direct your money, rather than letting circumstances do it for you