Sullivan Financial Advisors

Sullivan Financial Advisors CT Based Independent Holistic Financial Planning & Wealth Management. Jane Sullivan, CFP® We are completely fee-based and offer no commissionable investments.

Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent, & always operate in a fiduciary capacity; meaning we put our client’s best interest ahead of our own, with a legal and ethical obligation to do so. Our independent structure means we have no parent company or home office setting “sales goals.” Simply put, we recommend only what is appropriate for our clients in the most cost-effective manner available. We take pride in being client-centric & process-driven by focusing on planning instead of individual products. One product is not a solution. Sullivan Financial Advisors is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

10/09/2026

Your financial future deserves more than a viral video.

Social media can be a great place to learn, but when it comes to managing your wealth, there's no substitute for personalized, professional guidance.

We believe your financial plan should be as unique as your life, built around your goals, your priorities, and what matters most to you.

Don't leave your financial future to an algorithm. Let's build a plan that works for you!

09/24/2026

You don’t need to be a financial expert to take control of your financial future.

You need a place where you can ask questions, understand your options, and make decisions with confidence. That’s what we’ve built at Sullivan Financial. A different kind of financial experience designed to help women feel informed, empowered, and ready for what’s next.

Your financial confidence starts here. Let’s talk.

09/04/2026

Social media, AI, and technology have made financial information more accessible than ever. But information and personalized financial guidance are two very different things.

Your financial life is personal. Your goals, emotions, family, and priorities can’t be understood by an algorithm or a 60 second video.

Technology can be a powerful tool. The right human guidance helps you know what to do with it.

Ready for financial guidance that’s actually built around you? Let’s start the conversation.

What a wonderful evening at The Kate Gala this past Saturday! We were honored to celebrate acclaimed stage and screen ac...
08/31/2026

What a wonderful evening at The Kate Gala this past Saturday!

We were honored to celebrate acclaimed stage and screen actress Annette Bening as she received the 11th annual Spirit of Katharine Hepburn Award.

Sullivan Financial was proud to sponsor such a special evening supporting the arts and our local community. Congratulations to Annette Bening and The Kate on an unforgettable night!

08/25/2026

Women are making important decisions every day. Investing shouldn’t feel like one more overwhelming item on the list.

The right financial guidance should make things clearer, not more complicated. We help women cut through the noise, understand their options, and move forward with confidence.

Because when women feel confident about their money, they’re powerful.

Ready to take the next step? Let’s talk.

08/20/2026

Caring for aging parents while planning for your own future can feel like a lot to carry.

Thoughtful long term care planning can help bring clarity to difficult decisions, protect the people you love, and give your family greater peace of mind about what lies ahead.

You don’t have to navigate it alone. Let’s start the conversation today.

08/11/2026

Your financial life shouldn’t operate in silos.

Our macro family office approach brings the bigger picture into focus, coordinating your investments, taxes, estate planning, and trusted professionals around one shared strategy.

The result is greater clarity, stronger alignment, and more time to focus on the people, experiences, and legacy that matter most.

We call it family office planning with heart.

Ready to bring all the pieces together? Contact us today.

08/05/2026

Your next chapter deserves a plan that's built for who you are today, not who you were years ago.

Whether you're rediscovering old dreams, embracing new opportunities, or simply ready to put yourself back on the priority list, your financial plan should evolve with you.

Because the best chapters aren't behind you. They're still ahead.

Ready to design what's next? Contact us today.

07/28/2026

Managing wealth is about more than investments. It's about bringing every piece of your financial life together.

As a micro family office, we provide the coordination, strategy, and personalized guidance high net worth families need to move forward with clarity and confidence.

Learn how a more connected approach to wealth management can make all the difference. Contact us today.

Address

15A Main Street
Essex, CT
06426

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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