Our History

Sullivan Financial Group was founded after Matt became tired of working for a large financial services firm that dictated the types of investments and financial services he should sell to his clients.

Matt knew that this wasn’t fair to his clients, many of whom had different financial goals. He wanted the tools, resources, and to be able to service and to dedicate himself more to the needs of his clients rather than to those of a large corporation. Matt decided to set out on his own and create the type of firm he thought was needed in this day and age of rushed and sometimes impersonal service.

Sullivan Financial Group chose to partner with Commonwealth Financial Network®, one of the preeminent Registered Investment Adviser–broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.