The Sullivan Group

Your advocate, guide and coach along the path to financial independence.

Over 75 years of combined experience helping clients achieve excellent outcomes.

Client Focused

Our business is built on a foundation of thoughtful client relationships.

Our Process

Our process involves getting to know you, helping you quantify your long-term goals, and then delivering a unique plan that sets the course for your future success.

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Our Services

We create strategies that are tailored to your needs and goals.

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Market Strategy

Strategas cuts through the noise and provides insights that are highly valuable to our clients over the short and long term

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2026 Planning Outlook

In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

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