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.

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.

07/01/2026

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

Whether you're starting something new, returning to work, or finally putting yourself first, holistic financial planning can help you move forward with confidence. Your second act is just beginning.

06/24/2026

Our holistic approach helps bring every piece of your financial life together, coordinating with your trusted advisors so you can focus less on managing details and more on enjoying what you've built.

Because true wealth is about more than accumulation, it's about alignment, clarity, and peace of mind.

Ready to simplify your financial life? Contact us today.

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.

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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