Trusted. Objective. Experienced.

We’re proud to announce that The Sullivan Group™ is now an independent investment advisory firm. Our decision to become independent is based on our desire to better serve our clients, especially during these challenging economic times. Now, free from the pressures of the Wall Street investment conglomerates, we can further protect our clients’ interests and guarantee the unbiased advice they’ve come to know and trust.

While being independent is new, we’re the same team that has managed The Sullivan Group for the past 15 years. We’re excited about the possibilities this change represents for our clients.

Please contact us to see how we can better direct your investments.

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 - Kurt Halverstadt and Sean Lehmann - two of the founding partners of The Sullivan Group.