MOULY FINANCIAL MANAGEMENT, INC.

Overview

Mouly Financial Management, Inc. is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management geared toward smaller private households and small businesses. Fee arrangements are flexible: percentage-of-AUM engagements sit alongside hourly and fixed-fee work, and the firm also operates as a registered representative of a broker‑dealer, an insurance broker, and provides accounting services. Investment activity centers on publicly available pooled vehicles—mutual funds and similar public funds—supplemented by fixed-income instruments and insurance products. The firm functions largely on a non‑discretionary basis, making client-directed recommendations rather than running extensive discretionary mandates. Mouly Financial Management, Inc. does not position itself as a multi-state adviser or pension consultant and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices