Business Details
24 Years
experience
Your Trusted Partner for Fee-Only Financial Planning in Wall Township
Mullooly Asset Management is a family-run financial advisory firm established in 2002, dedicated to providing fee-only, fiduciary financial planning and investment management services. Our team of Certified Financial Planners prioritizes personalized strategies tailored to each client's unique goals, emphasizing transparency, long-term relationships, and community engagement. With over 20 years of experience and $300 million in assets under management, we specialize in wealth management, retirement planning, and estate strategies for individuals and families in Monmouth County, New Jersey.Our process begins with a free consultation to understand clients' financial stories, followed by customized plan development and ongoing support as fiduciaries committed to acting in clients' best interests. We differentiate ourselves through our family-owned structure, avoiding commission-based products to maintain objectivity, and leveraging decades of industry expertise to help clients navigate complex financial decisions with confidence.
Services
Wealth Management
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Details
- Year established: 2002
Highlights and features
- We've provided fiduciary financial advice since 2002 with $300M+ in assets under management
- Our fee-only structure eliminates conflicts of interest and hidden costs
- Family-owned business prioritizing personal relationships over call centers
- Team includes four Certified Financial Planners with decades of combined experience
- Customized financial strategies tailored to Monmouth County residents' specific needs
Services
Wealth Management
Our wealth management services help clients coordinate all aspects of their financial lives through personalized strategies. We focus on balancing current needs with future goals while maintaining flexibility for life's changes. With a family-owned approach, we provide research-backed advice that prioritizes your unique circumstances over generic solutions.
Financial Planning
We create comprehensive financial plans that help clients understand their current situation and develop clear paths toward their goals. Our process includes cash flow analysis, balance sheet preparation, and customized strategy development. As fiduciaries, we ensure every recommendation aligns with your specific needs and objectives.
Retirement Planning
Our retirement planning services help clients navigate complex decisions about income sources, tax implications, and lifestyle goals. We develop detailed roadmaps that address Social Security optimization, sustainable withdrawal strategies, and healthcare planning. Our approach ensures you can enjoy retirement without financial uncertainty.
Investment Management
We build customized, tax-sensitive investment portfolios aligned with your risk tolerance and long-term objectives. Our rules-based approach emphasizes diversification and cost efficiency while maintaining flexibility for changing circumstances. Ongoing monitoring ensures your investments remain aligned with your evolving needs.
Estate Planning
Our estate planning services help ensure your wealth transfers according to your wishes while minimizing tax implications. We coordinate with legal and tax professionals to create comprehensive strategies that address beneficiary designations, power of attorney arrangements, and wealth distribution plans.
People
Tom Mullooly
President
Certified Financial Planner with 30+ years of industry experience, founder of Mullooly Asset Management in 2002. Specializes in investment strategy and financial planning, previously worked in brokerage industry before establishing fee-only practice.
Brendan Mullooly
Certified Financial Planner
CFP professional with expertise in financial planning and investment advisory services. Part of the family-owned team delivering personalized solutions to Monmouth County residents, focusing on client education and long-term relationship building.
Casey Mullooly
Certified Financial Planner
Certified Financial Planner providing investment advisory services with emphasis on retirement planning and wealth management strategies. Works closely with clients to develop customized financial solutions aligned with their life goals.
Timothy Mullooly
Certified Financial Planner
CFP professional specializing in financial planning and investment management. Contributes to client advisory services with focus on tax-sensitive strategies and long-term wealth preservation for individuals and families.
Donna Mullooly
VP Client Happiness
Vice President of Client Happiness managing client relations and service delivery. Ensures smooth client experience through personalized support while maintaining the firm's family-oriented business values.
Questions
What financial services does Mullooly Asset offer?
We provide wealth management, financial planning, retirement planning, investment management, and estate planning services tailored to individual client needs through personalized strategies.
Are you fiduciaries?
Yes, we operate as fiduciaries required by law to act in clients' best interests at all times, maintaining our fee-only structure to avoid conflicts of interest.
How are your fees structured?
We use a transparent fee-only structure with no commissions or hidden costs, ensuring our recommendations remain objective and aligned with client needs.
Do you work with out-of-state clients?
While based in New Jersey, we can work with clients nationwide through virtual meetings, though our local expertise particularly benefits Monmouth County residents.
What is your investment approach?
We build customized, tax-sensitive portfolios using diversified strategies that emphasize long-term growth while aligning with each client's risk tolerance and financial goals.
How do I get started?
Begin with a free consultation where we'll discuss your financial situation and goals, then develop a personalized plan tailored to your specific needs and circumstances.
Videos
Reviews (4)
Ira Zucker
Jan 12, 2022
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My wife and I began working with the team at Mullooly Asset Management last year for retirement and long term financial planning. Brendan is extremely proactive, knowledgeable, thorough and professional. He went so far as to join a call with me and my employers 401K administrator to ensure we had all the information needed to make future decisions on my retirement planning. Brendan has proved to be a trusted advisor and we look forward to working with him in the future.
Jaclyn O'Hara
Dec 04, 2021
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Tom has a way of making the financial conversation less stressful and less worrisome while at the same time guiding and advising you on the right path towards financial success. No question is left unansweredeven the trivial ones! Theyve been our advisors for over 6 years and we couldnt be happier or more comfortable with the entire Mullooly Team!
James Parry
Aug 15, 2019
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The entire Mullooly team could not be any more helpful, kind, courteous, or professional. Love dealing with everyone.
William Forero
Oct 13, 2018
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I met with Brendan and Tim to discuss my financial plans after graduating from law school. They were very knowledgeable and set me on the right path. Highly recommend their services.
