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
View Top Employees from Houlihan Financial Resource Group LTDWebsite | http://houlihanfinancial.com/ |
Revenue | $15 million |
Employees | 3 (2 on RocketReach) |
Address | 20405 Exchange St 371, Ashburn, Virginia 20147, US |
Phone | (703) 796-0800 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Balboa Wealth Partners, Inc., Constant Guidance Financial, Covenant Wealth Advisors, Ferguson Johnson Wealth Management, Inc., JT Stratford Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Houlihan Financial Resource Group LTD annual revenue was $15 million in 2024.
2 people are employed at Houlihan Financial Resource Group LTD.
Houlihan Financial Resource Group LTD is based in Ashburn, Virginia.
The NAICS codes for Houlihan Financial Resource Group LTD are [52393, 5239, 52, 523].
The SIC codes for Houlihan Financial Resource Group LTD are [62, 628].