Trusted Financial Guidance for Life’s Biggest Decisions

Your Fiduciary Financial Partner in California

For over 30 years, The Sullivan Group has helped individuals, families, and small businesses navigate the complexities of wealth with clarity and confidence. From retirement planning to structured settlements, we offer long-term strategies backed by fiduciary care—always aligned with your best interests.

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Independent and Unbiased

As fiduciaries, we’re committed to advice that serves you—not outside interests.

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Decades of

Experience

With roots in both Northern and Southern California, we bring regional insight and national expertise.

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Service That Stays Personal

Your goals drive everything we do—from first meeting to lifelong partnership.

Build a Financial Future You Can Count On

Comprehensive Planning, Tailored to You.

Investment Management

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Navigate the markets with a plan built for long-term growth and risk awareness.

Retirement Planning

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Prepare for the lifestyle you want with income strategies designed for the decades ahead.

Estate Planning

Protect what matters and ensure a smooth transfer of wealth to your next generation.

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Structured Settlements

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Create steady, reliable income streams that support your life and financial stability.

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Let’s Talk About Your Goals

What Clients Want to Know

Frequently Asked Questions

  • What does it mean to work with a fiduciary advisor?

    It means we’re legally and ethically required to act in your best interest. You’ll get advice that’s free from sales pressure and focused entirely on your financial goals.

  • Do you only work with clients in California?

    Our strategies are available across a range of leading advisor platforms, including many turnkey asset management programs (TAMPs) and custodial platforms.


  • Can you help coordinate with my CPA or attorney?

    You'll find them inside our Advisor Content Center — a hub of timely research, portfolio information, and practical resources. Most content is available to all advisors, while select in-depth materials require a membership. To access everything, simply reach out and we'll get you set up.

  • How often will I meet with my advisor?

    We tailor the schedule to your needs. Some clients prefer quarterly reviews, while others check in annually or during major life events. Either way, we’re always available when you need us.

Questions? Let's Talk

Take the First Step Toward Financial Confidence

Whether you’re planning for retirement, managing an inheritance, or guiding your business forward—The Sullivan Group is here to help you make informed decisions with lasting impact.

Contact Us