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.

06/16/2026

Life can change in an instant, and navigating the financial side of a major life transition can feel overwhelming. Whether you're experiencing the loss of a loved one, divorce, or another unexpected change, you don't have to face it alone.

Our process is designed to help women find clarity, rebuild confidence, and move forward with a financial plan that supports their next chapter.

06/11/2026

A financial plan is only as powerful as the action behind it.

Real progress happens when strategy turns into implementation. That’s why we help clients move beyond the plan and take the steps that create results, confidence, and peace of mind.

Ready to put your plan into motion? Contact us today: https://sullfin.com/

06/09/2026

We’re always looking for new ways to enhance the client experience. At the Envestnet Elevate Conference, our team gained valuable investment and economic insights, explored innovative technologies, and connected with industry leaders shaping the future of wealth management.

We were also honored to be featured as an RIA partner, sharing how our partnership with Envestnet helps us deliver thoughtful portfolio strategies and an elevated experience for our clients.

06/03/2026

True wealth isn’t about constantly wondering if you’re spending too much or holding back too much. It’s about having the clarity to enjoy what you’ve built with confidence.

When your financial plan aligns with your goals and values, you can make decisions with purpose, knowing the things that matter most have been accounted for.

Let’s create a plan that brings clarity, confidence, and peace of mind. Contact us today: https://sullfin.com/

05/27/2026

As success grows, so does complexity.

What once felt manageable can quickly become time consuming, overwhelming, and difficult to oversee alone. The answer isn’t holding on tighter. It’s building the right structure and surrounding yourself with trusted experts who help your wealth work more efficiently.

Because real confidence comes from knowing you don’t have to manage everything by yourself.

Let’s build that structure together. Contact us today.

05/21/2026

A financial plan only works if it’s actually put into action.

The strategy is important, but implementation is where real progress happens. Behind every successful plan is a team making sure the details don’t fall through the cracks so our clients can stay focused on their lives, families, and businesses.

Because good ideas alone don’t create results. Ex*****on does.

Let’s build a plan that actually moves forward. Contact us today: https://sullfin.com/

05/15/2026

Long term care planning is about protecting your independence, preserving your dignity, and helping ease the burden on the people you love.

Many families don’t realize how quickly small changes in daily routines can become bigger support needs over time. These conversations can feel overwhelming, but planning ahead can make all the difference.

Because the best time to prepare for care is before you need it.

Let’s start the conversation together. Contact us today: https://sullfin.com/

05/11/2026

What a wonderful day spent together at High Hopes! 🐴

From observing and connecting with the horses to working together through silent communication exercises inspired by the way horses interact, it was such a meaningful and memorable team building experience.

We’re grateful for the opportunity to step away from the office, strengthen our teamwork, and share such a unique experience together. Thank you to the incredible team at High Hopes for such a special day!

Experiences like this are a perfect example of what we call the Feel Good Rate of Return™.

05/07/2026

A strong financial plan should give you more than numbers on a spreadsheet. It should give you peace of mind.

You don’t have to carry the weight of every financial decision alone. With the right guidance, clarity replaces confusion, confidence replaces stress, and you can move forward knowing your plan is built with intention.

Because real freedom comes from knowing you have a plan in place.

Let’s build that clarity together. Contact us today: https://sullfin.com/

04/30/2026

Financial freedom means different things to different people, especially within a partnership.

The real magic happens when you take the time to understand each other’s priorities and build a plan together. That’s where clarity, confidence, and connection come from.
Because the best plans are the ones you both believe in.

Let’s build that plan together. Contact us today: https://sullfin.com/

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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