Financial Consulting & Oversight Services
Timothy J. Herlihy is an independent CERTIFIED FINANCIAL PLANNER™ providing fee-based planning and oversight services for individuals and families who are committed to an advisory relationship.
We remain steadfast in our mission to safeguard and advance our clients' best interests. We pride ourselves on our experience, comprehensive and integrated planning and advice, and high ethical and professional standards. Our advice is focused solely on addressing our clients' needs and pursuing their goals. Committed to the highest level of personal service, we limit the number of new clients each year, enabling us to give our new and existing relationships the attention and focus that is required.
"Vision without execution is.....
... merely a hallucination"
by Thomas A. Edison
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