The Holohan Investment Group

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About us
Our process
Resources & tools
Contact

The Holohan Investment Group

Our mission is to guide and counsel our clients to help them evaluate and meet their personal financial goals. We implement our time-tested holistic process and goals-based approach to investment management and wealth planning.

Our process is built upon a foundation of integrity and attention to detail. We understand that each client has specific needs, goals, wants and wishes. We provide customized and tailored plans for our clients.

We are honored to serve as the stewards of our clients’ wealth plans.

Meet the team

Learn more about The Holohan Investment Group

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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May 20, 2022

About RBC
May 10, 2022

Strength you can trust
January 3, 2024

2024/2025 dollar limitations for retirement plans

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Have you switched jobs recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Joseph Holohan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WV. California Insurance License # 0D27125.

George Holohan, NMLS # 1873267, and Liam Holohan, NMLS # 2426329 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

George Holohan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

, George Holohan, NMLS # 1873267, and Liam Holohan, NMLS # 2426329 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Liam Holohan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WV.

, George Holohan, NMLS # 1873267, and Liam Holohan, NMLS # 2426329 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Holohan Investment Group

Phone: 312-559-1750
Toll-Free: 1-800-683-3246

Joseph Holohan

Senior Vice President - Financial Advisor,
Senior Portfolio Director Group

Phone: 312-559-1735

George Holohan, CFP®

Senior Vice President - Financial Advisor

Phone: 312-559-1750

Liam Holohan

Financial Advisor

Phone: 312-559-1787