McKenna & Sullivan Inc

The firm provides estate and financial planning, personal money management, small business consulting, and investment management to individuals, estates, trusts, retirement plans and businesses. It delivers written financial plans that address assets, liabilities, taxes and risk profile, and will assist with implementation and coordination with the client’s attorney, accountant and insurance agent when requested.

Investment management generally follows the completed financial plan and a formal risk assessment, typically employing model portfolios developed by SEI Private Trust Corporation and institutional SEI mutual funds where appropriate; for accounts not held with SEI the firm attempts to replicate those models through TDAmeritrade using no‑load funds or individual stocks. The firm does not exercise discretionary trading authority—trades and rebalancings are executed only after client approval, and proxy voting is handled either directly by clients or by the firm at the client’s direction.

What is notable relative to peers is the firm’s emphasis on primarily non‑discretionary asset management, a practice that is uncommon among independent advisors and means ongoing client authorization is central to portfolio activity. The firm also combines advisory work with hands‑on small business consulting and personal money management services, relies on SEI’s institutional model portfolios and reporting, and maintains a written continuity arrangement with an independent CPA to support client service in the event of the advisor’s death or disability.