Sullivan Financial Group, LLC - Home

If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.

If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you pursue and preserve your financial goals.

We appreciate your interest in Sullivan Financial Group and sincerely look forward to serving you.

5 Star Award



2012, 2013, 2015, 2019-2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in 11/2021 based on data gathered within 12 months preceding the issue date. 3,191 advisors were considered, 272 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit