Meet the family excited to help you navigate your financial future
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
A fiduciary obligation
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
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
Certified Financial Planner (CFP)®
Thomas Casey Mullooly is a Certified Financial Planner® and Investment Adviser Representative with Mullooly Asset Management, Inc.
Donna Mullooly
VP – Client Happiness
Donna Mullooly is our “VP of Client Happiness” here at the firm.
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.
What we can help you with
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.
Future-Proof Your Finances
Download The 25-Year Success Strategy
Get started in creating the life you envision
Be sure by knowing your numbers at all times
Create your own financial legacy with a will and power of attorney
