Houlihan Financial Resource Group LTD

Financial ServicesVirginia, United States2-10 Employees

Houlihan Financial Resource Group, Ltd. is an independent, fee only, financial planning firm founded on the belief that the client’s interest always comes first. We serve families, small business owners, and other professionals throughout the greater Washington D.C. area (Virginia, Maryland and the District of Columbia) and throughout the country. 

We believe in the Fiduciary Oath that The Committee for The Fiduciary Standard has drafted. It is straight forward and simple, and puts us on the same side of the table as you. 

The Fiduciary Oath:

-Put the client’s best interests first
-Act with prudence, that is, with the skill, care, diligence and good judgment of a professional
-Do not mislead clients--provide conspicuous, full and fair disclosure of all important facts
-Avoid conflicts of interest
-Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts

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