A complete list of active advisors currently associated with Houlihan Financial Resource Group, Ltd.

Warmer can help you find a great advisor at Houlihan Financial Resource Group, Ltd. or one who fits your needs even better.

Houlihan Financial Resource Group provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), as well as trusts, foundations, pensions, and corporations. The firm generally requires clients seeking asset management to place at least $1,000,000 with the firm, subject to waiver. The firm develops asset‑allocation guidelines through client interviews and allocates portfolios among five internal investment programs (Core Equity, Core Satellite, Strategic Satellite, Core Fixed Income, and cash equivalents), using mutual funds, ETFs and individual securities. Accounts are managed on a discretionary basis with continuous monitoring, relying primarily on fundamental analysis while also incorporating technical analysis and behavioral‑finance considerations, and clients grant trading authority via a limited power of attorney. Distinctive features include a small advisory team with collectively over 75 years of experience managing roughly $357 million in client assets while retaining all portfolio management in‑house rather than selecting third‑party managers. The brochure also notes the firm’s occasional use of margin and allocations to vehicles such as MLPs and REITs, that clients retain proxy voting authority (proxies are sent directly to clients), and that standalone planning fees are typically waived for clients who engage the firm for asset management.

To learn more about the advisors currently working at Houlihan Financial Resource Group, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.