Founded in 1985, SULLIVAN MERMEL, INC. is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC). The company provides comprehensive, fee-only financial planning and investment management services to individuals, families, and trustees. Their mission is to assist clients in defining their values and achieving their goals through objective and personalized financial guidance, covering areas such as retirement planning, investment management, and estate planning.

Founded in

United States