# Houlihan Financial Resource Group

Houlihan Financial Resource Group is a Bank / Wealth / Trust based in Ashburn, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ashburn, United States
- **Region:** North America
- **Address:** Ashburn, VA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** houlihanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/houlihan-financial-resource-group-ltd

## Regulatory record

- **CRD number:** 116670
- **SEC file number:** 801-61192
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116670

## About

Michael Houlihan established the firm in 1999 as an independent wealth management practice, locating it in Ashburn, Virginia — a suburb in the high-net-worth Dulles Technology Corridor of Northern Virginia. The firm was built to provide financial planning and asset management to individuals and families, with a practice that grew alongside the region’s technology and government-contracting wealth base. Houlihan operated the firm as a locally focused registered investment adviser. Houlihan Financial Resource Group structures client solutions across asset management, retirement planning, and insurance. The firm deploys capital into publicly traded equities, fixed income, mutual funds, and exchange-traded funds through an open-architecture platform, meaning it selects investment vehicles from multiple third-party managers rather than using in-house funds. Client portfolios typically incorporate tax-advantaged retirement structures, annuities, and life insurance products, reflecting an integrated approach to wealth management that spans investment and risk mitigation. The firm serves clients throughout the Washington, DC metropolitan area, including Loudoun County and Northern Virginia. The firm operates from a single office in Ashburn. Adjacent vehicles, institutional partnerships, or philanthropy-linked structures are not publicly documented. The firm has maintained a deliberately low public profile, with no major announcements, fund launches, or leadership changes widely reported in the period from 2024 to early 2026. Houlihan’s structural differentiator lies in its independence: the firm does not manufacture its own investment products. As an independent RIA, it faces no pressure to place house-branded funds, creating an advisory posture that is structurally aligned with fee-only fiduciary advice rather than product distribution. The concentrated geographic footprint in one of the country’s most affluent per-capita corridors provides a stable, relationship-driven client acquisition funnel without the scaling imperatives that force larger RIAs into aggregation or private-equity sponsorship.

## Sectors

- Financial Services

## Questions

### How does Houlihan Financial Resource Group structure its investment offerings?

The firm uses an open-architecture model, sourcing mutual funds, ETFs, individual securities, and insurance products from third-party providers rather than offering proprietary in-house funds. This structure is designed to reduce product-push incentives and align the firm’s recommendations with a fee-only fiduciary standard. Client portfolios are constructed based on individual financial plans that integrate retirement, tax, and insurance considerations.

### Where does the firm draw its client base from?

The firm’s client base is concentrated in Northern Virginia, particularly Loudoun County, and the broader Washington, DC metro area. The region’s sustained affluence — driven by federal technology spending, government contracting, and data-center infrastructure — provides a consistent local market for Houlihan’s wealth management and retirement-planning services.

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Last updated: 2026-06-03T20:00:00.000Z

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