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Welcome to fee-only 
financial planning

Serving clients in the greater Chicago area and nationwide.
When you think of financial planning, do you:
  • Know you would feel relieved if you knew you wouldn’t run out of money during retirement?

  • Feel skeptical because so many advisors are hiding their true agenda?

  • Wonder if you’re doing everything you should be doing with your money?

  • Feel certain you’d feel better if you knew your finances were organized and understandable?

  • Suspect big goals are within your reach with the right time and attention?

You've arrived at the right place.
Welcome to Sullivan Mermel, Inc. 
Fee-only Financial Planning.
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I'm Bridget Sullivan Mermel.  I started my fee-only financial planning firm because as a CPA, I saw that so many people wanted a financial planner, but were getting self-interested salespeople and investment advisors with questionable value. I became a CFP®, then I found that I love the work.

We offer comprehensive financial planning that includes retirement planning, investment management, tax planning, insurance analysis, and estate planning review. Because we don’t accept commissions or kickbacks, you can be sure that our advice is serving your money needs, not our own.

Our Mission: connect money and meaning to create fulfilling lives.

We do that by focusing on your values and goals which inevitably are about more than money.

do we work with people like you?

Our innovative approach starts with assessing if we should work together.

HOw we work together

We work together through an ongoing relationship, systematically reviewing every area of your finances to make sure you're always on track to meet your goals.

the highest standard of care in the industry

We were fiduciaries before fiduciaries were cool.  (Actually, we think they've always been cool.)

our fees

Most of the industry hides fees, implying they are  working for free.
We want people to be smarter than that.
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