Sullivan Mermel

Connecting Money and Meaning for Fulfilling Lives

At Sullivan Mermel, Inc., we provide fee-only financial planning for individuals and families in the greater Chicago area and beyond. We believe financial planning should be accessible, transparent, and focused on what truly matters to you - your values and goals.

Who We Are

Founded by Bridget Sullivan Mermel, a Certified Financial Planner (CFP) and Certified Public Accountant (CPA), Sullivan Mermel is driven by a passion to help clients achieve financial clarity and pursue their aspirations. We take a holistic approach to financial planning, encompassing every aspect of your financial life to create a roadmap for success.

What Sets Us Apart

• Fee-only approach: We believe transparency is crucial, so we charge a transparent fee for our services, eliminating any potential conflicts of interest.
• Client-centered: We prioritize understanding your individual goals and values to tailor our advice specifically to you.
• Collaborative approach: We work with you every step of the way, involving you in every decision and ensuring mutual understanding.
• Comprehensive planning: Our services include retirement planning, investment management, tax planning, insurance analysis, and estate planning review.

Our Process

We believe in building lasting relationships with our clients. Our process starts with a thorough assessment of your financial situation and goals. We then work with you to develop a customized plan that aligns with your unique needs and aspirations.

Our Expertise

Our team of experienced professionals has the expertise to address all aspects of your financial life. We can help you with:

• Retirement planning: Maximize your retirement accounts and investments for a secure future.
• Investment management: Develop a personalized investment portfolio aligned with your risk tolerance and goals.
• Tax planning: Minimize your tax burden and maximize your savings.
• Insurance analysis: Review your existing insurance coverage to ensure adequate protection.
• Estate planning: Ensure your wishes are documented and protected.

Let's Connect

If you're ready to take control of your financial future and achieve peace of mind, please contact us today. We would love to schedule a complimentary consultation and learn more about your unique needs.