A complete list of active advisors currently associated with Sullivan Financial Planning, LLC

Warmer can help you find a great advisor at Sullivan Financial Planning, LLC or one who fits your needs even better.

Sullivan Financial Planning provides personalized financial planning and consultative services to individuals and families and also performs financial planning work for other registered investment adviser firms on a subcontracting basis. Engagements typically produce written or oral plans addressing retirement timing, retirement budgets, college savings, cash‑flow modeling, estate considerations, and insurance needs. The firm delivers advice primarily through one‑time or packaged planning engagements and hourly consultations, employing tools such as Monte Carlo simulations, present‑value calculations, and scenario modeling to evaluate client objectives. It generally recommends diversified allocations to mutual funds, exchange‑traded funds and bonds, does not engage in market timing, and does not accept discretionary trading authority over client accounts. Noteworthy features compared with many peers include formal subcontracting relationships with other RIAs (including Denver Private Wealth Management, Steele Street Private Wealth Management, and Compass Capital Management) and a practice model built around project‑based and hourly planning rather than ongoing discretionary portfolio management. The firm does not custody client assets, does not provide proactive account reviews, and does not price its services on a percentage‑of‑assets basis.

To learn more about the advisors currently working at Sullivan Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.