Sullivan Financial Partners

Empowering confident retirements through clarity, leadership, and purpose.

Sullivan Financial Partners is a full-service financial planning firm helping individuals and families align their wealth with what matters most. Through our proprietary Confident Retirement Journey™, we deliver personalized strategies across income, investments, tax, healthcare, and legacy — all designed to replace uncertainty with clarity, and fear with freedom.

We serve clients who want more than advice — they want leadership. And we’re proud to be known for the relationships we build, the trust we earn, and the lives we help transform.

If you’re ready to explore what’s possible in retirement — or your next chapter — we’re ready to guide the way.