Financial Consulting & Oversight Services
Tim Herlihy credits his high personal and professional values to growing up in his family's business that has been successfully passed to the third generation. Watching his father and grandfather run the business instilled in him a strong respect for entrepreneurs and an intense desire to help clients pursue and perpetuate their success and security.
Tim graduated from Tabor Academy in Marion, Massachusetts and received his Bachelor of Science in Management from Babson College.
Dedicated to providing his clients with the highest level of competency, professionalism, and ethics in financial planning, Tim completed the rigorous and extensive education and exam requirements of the Certified Financial Planner Board (CFP Board) of Standards, Inc. In additional to his desire to gain knowledge and mastery in a wide range of financial planning topics, Tim chose the CFP Board education because it focuses on the same integrated and comprehensive approach to financial planning that is strongly reflected in his business.
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