Founded by Patrick Sullivan and Paul Schlieman, Sullivan & Schlieman Wealth Management, LLC is a financial advisory firm dedicated to providing objective, personalized financial guidance. As a fee-only firm, they operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests without earning commissions from product sales. Their services encompass a wide range of financial needs, including investment management, retirement planning, estate planning, and insurance analysis, with a mission to help clients achieve their long-term financial goals through disciplined strategies.

Founded in

United States