Dennis Houlihan (BS, CFP®, MS)

Dennis Houlihan focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Dennis' areas of expertise are portfolio management, retirement planning and risk management.  During slow news days, he has been quoted in such periodicals as the Wall Street Journal, Business Week, Smart Money,  Investment News and local Fort Wayne newspapers. 



Additional Information

Dennis is happily married to Michelle. He enjoys golf, writing and compounding interest

NAPFA Start Date

December 14, 2001


This Office

421 E Cook Rd Ste 300 Fort Wayne, IN 46825-3658 Phone: (260) 422-2929 Fax: (260) 423-3397