SULLIVAN FINANCIAL

Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent, & always operate in a fiduciary capacity; meaning we put our client's best interest ahead of our own, with a legal and ethical obligation to do so. We are completely fee-based and offer no commissionable investments. Our independent structure means we have no parent company or home office setting "sales goals." Simply put, we recommend only what is appropriate for our clients in the most cost-effective manner available. We take pride in being client-centric & process-driven by focusing on planning instead of individual products. One product is not a solution... At Sullivan Financial, LLC, we offer a unique, holistic approach to financial planning and asset management. When new clients reach out to us, they all desire a financial life that performs to its full potential. Ideally, this includes long term wealth, retirement income, minimized taxes, lasting legacy,..

Also known as: Sullivan Financial, LLC

Primary location: Essex United States