Welcome to Sullivan Financial Group
We are an independent financial firm that has been established to provide clients with quality, independent financial guidance, access to an extensive array of nonproprietary financial products, and top-notch, personalized service to help them pursue and preserve their financial goals.
In Office - Millenial Man doing business on a tablet computer
In Office - Mature Woman in a business meeting
Work with a Team You Can Trust
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.
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 www.fivestarprofessional.com.