Experience, Integrity, and Heart
At Sullivan Family Financial, we believe that every financial journey is personal, and the best paths are guided by experience, integrity, and heart. Founded by Mike Sullivan—a man of faith, proud veteran, and Dave Ramsey SmartVestor Pro—our firm is dedicated to helping individuals, families, business owners, non-profits, and fiduciaries navigate life’s financial decisions with clarity and confidence. Whether you’re preparing for retirement, managing a legacy, or just starting out, we’ll walk beside you every step of the way.
Meet Mike Sullivan
Founder of Sullivan Family Financial, Mike Sullivan is a trusted guide for those seeking clarity, peace of mind, and long-term financial success. A proud military veteran with a background in finance and a heart for service, Mike believes that every financial journey should be rooted in values—and walked with purpose.
As a coordinator for Dave Ramsey’s Financial Peace University and a man of faith and family, Mike brings a personal, principled approach to every client relationship. Whether you’re planning for retirement, managing a legacy, or building a secure future, he’ll help you navigate the path with confidence.
At Sullivan Family Financial, we walk beside you—every step of the way.
Serving You at Every Stage of Life
Comprehensive Financial Planning, Tailored to You
We Do Things A Little Differently.
At Sullivan Family Financial, we don’t just crunch numbers—we build relationships.
Family and faith are at the heart of everything we do, and that’s reflected in how we serve our clients. We take the time to listen, to understand what matters most to you, and to create a plan that supports not just your financial goals, but your values and your legacy.
Here, you’re not just another account—you’re part of the family.
