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. We take pride in being client-centric & process-driven.

The company is built upon a foundation of building a team where each team member operates in their own Unique Ability – working within the capacity of what you truly enjoy doing, excel at & allowing you to have fun at work and also be rewarded! This allows each team member to remove the tasks that they do not enjoy doing and drain their positive energy. By building a team where everyone operates in their Unique Ability, we create a FUN atmosphere focusing on collaboration, not delegation, which ultimately enhances the client experience.

It is important that the team, our clients & our collaborators share our Core Values: Independence, Financial Advocacy, Empowerment, Relationships, Collaboration, Transparency, Fun & Client Experience.