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 clients, by providing comprehensive financial planning and portfolio management. The firm is small—two advisors serving roughly 50 clients—and offers services such as tax planning, retirement and estate planning, cash flow analysis, and investment recommendations. The firm’s investment approach emphasizes diversified, generally low-cost instruments (no-load mutual funds, U.S. government bonds, money market accounts, and certificates of deposit) and constructs portfolios around each client’s tax situation, risk tolerance and goals. Sullivan Mermel generally operates on a non-discretionary basis, executing transactions only with client approval and often using a limited power of attorney to effect approved trades. Notably, Sullivan Mermel uses a retainer-style, fee-only compensation model built from a base component plus income and marketable net worth components rather than charging a percentage-of-assets-under-management, and the firm does not accept commissions or performance-based fees. The brochure also discloses professional memberships (ACP, NAPFA, FPA), advisors’ CFP credentials with the founder also a CPA, and that clients may receive supplemental reports or commentary while the firm receives practice-related publications and custodial support services.

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.