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, 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 & process-driven by focusing on planning instead of individual products. One product is not a solution.

Sullivan Financial Advisors is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

Sullivan Financial Advisors

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