A complete list of active advisors currently associated with Sullivan Mermel, Inc.

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

Sullivan Mermel, Inc. is a fee‑only, holistic financial planning firm that serves individuals and families, including high‑net‑worth and non‑HNW clients. The firm offers comprehensive financial planning and investment management through a standard retainer and an optional premium service, and generally implements trades on a non‑discretionary basis with client approval or a limited power of attorney. The firm’s investment work is tailored to each client’s tax situation, risk tolerance and cash‑flow needs, drawing on traditional research sources and professional publications. Portfolios emphasize low‑cost no‑load mutual funds, U.S. government bonds and cash equivalents, with allocations managed to address both long‑term growth and short‑term spending needs and reviewed periodically for rebalancing. What distinguishes Sullivan Mermel from many peers is its retainer‑based fee model rather than charging a percentage of assets under management, and its alignment with fee‑only professional networks (Alliance of Comprehensive Planners, NAPFA, FPA). The firm operates with a small advisory team and provides periodic supplemental client communications and commentary, while maintaining a policy of not accepting commissions or performance‑based compensation.

To learn more about the advisors currently working at Sullivan Mermel, Inc., 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.