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.

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.

07/22/2026

Financial confidence is about more than money. It's about creating a life that reflects your values, supports the people you love, and gives you the freedom to move forward with confidence.

Whether you're planning as a couple or navigating a new chapter, we're here to help.

Contact us to start the conversation.

Happy 3 Year Anniversary, Lauren! 🎉For the past three years, Lauren has been an incredible part of the Sullivan Financia...
07/17/2026

Happy 3 Year Anniversary, Lauren! 🎉

For the past three years, Lauren has been an incredible part of the Sullivan Financial team. Her dedication to exceptional client service and her thoughtful attention to every detail make a lasting impact on everyone she works with.

Lauren consistently goes above and beyond, bringing professionalism, positivity, and genuine care to our team and our clients every day.

Thank you, Lauren, for all that you do. We’re so grateful to celebrate this milestone with you and look forward to many more years ahead!

07/07/2026

Your second act isn't about starting over, it's about stepping into what's next with confidence.

Whether you're changing careers, returning to work, or finally putting yourself first, a thoughtful financial plan can help turn uncertainty into opportunity.

07/02/2026

Sometimes the most meaningful work comes from lived experience.

Our passion for supporting women, especially female heads of household and women navigating life's biggest transitions, was built from understanding just how overwhelming those moments can be.

Today, we're proud to create a space where women feel heard, empowered, and confident in their financial future.

If you're ready to take the next step with confidence, we're here to help. 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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