Sullivan Financial Advisors

Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent, and 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 and process-driven by focusing on planning instead of individual products. One product is not a solution.