A complete list of active advisors currently associated with Mullooly Wealth Planning LLC
Warmer can help you find a great advisor at Mullooly Wealth Planning LLC or one who fits your needs even better.
The firm provides portfolio management and comprehensive financial planning to a range of clients, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. Services include both discretionary and non-discretionary portfolio management as well as tiered planning offerings such as one-time financial checkups, core financial plans, and ongoing financial planning integrated with investment oversight. Investment decisions are made in accordance with each client’s stated objectives and guidelines and are informed by a combination of outside research and the adviser’s own fundamental and technical analysis. Portfolios typically employ mutual funds, exchange-traded funds, and model-based equity strategies, and the firm describes procedures for equitable trade allocation and periodic account review. Compared with many peers, the firm places notable emphasis on institutional and retirement-plan work: it discloses pension consulting services and its role as a Covered Service Provider under ERISA with fiduciary authority when so delegated. The firm also highlights educational activity by firm leadership (including serving as a CFP instructor) and offers client-facing educational programs and workshops in addition to its stated in-house research capability.
To learn more about the advisors currently working at Mullooly Wealth Planning LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Clover, SC
| 33
|
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