Sullivan Financial
Sullivan Financial is an independent Registered Investment Advisory firm based in Essex, CT, committed to operating in a fiduciary capacity that prioritizes clients' best interests. Founded in 2003 by David Sullivan and now led by his daughter Jane, the company emphasizes a holistic approach to financial planning and asset management, focusing on comprehensive strategies rather than individual products.
The firm serves a diverse clientele, including individuals, families, and institutions, by providing tailored, fee-based financial services without any commissionable investments. Sullivan Financial aims to equip clients with effective money strategies to build and protect wealth while navigating the uncertainties of financial life.
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