My passion is helping people achieve their financial goals while having a meaningful impact on their lives.
I've always been one to help my friends and family with whatever was important to them: finances, health or personal growth. I was fortunate to be surrounded by many sincere, giving people, which has ultimately molded the person I am today. My biggest influencer was my aunt, who is also a financial advisor. I would see her caring for her clients as if they were family, spending countless hours on the phone or in person with them, helping in any way possible. Having such a caring circle of influence has naturally shaped how I work with my clients today.
I strongly believe everyone should have a trusting, comfortable and mutual relationship with their financial advisor. I believe our clients value permanence in our relationships as much as we do, trusting us to know the most intimate details of their lives so we can help them achieve what is most important to them. We focus on preparing for and living through retirement, and clients who have a goal of generational wealth transfer. For this reason, we have a local and national presence built on strong relationships, bridged by technology.
Prior to establishing new relationships, we have an in-depth, transparent appointment process to identify where you are today, where you want to go and if there are any gaps keeping you from getting there. We then evaluate if it's a good fit for both you and our office. Due to the high level of service and attention to detail given to each client, we do limit the number of families and individuals we work with. If we identify a way in which we can add value to your current situation and we're a mutual fit, we'll invite you to join our family of clients.
Remember, life is short and you deserve to enjoy every minute of it. Surround yourself with people who care for your interests and can help make your financial dreams a reality.
- Intergenerational Planning
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Health & Nutrition
- Horseback Riding
Phone NumberDevon N Sullivan at (603) 279-3284
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