Meet Bridget
Bridget Sullivan Mermel
CFP(R) CPA
NAPFA Registered Financial Advisor TM
Founder

Ever since I was growing up in Mequon, Wisconsin, I have been fascinated with money and how people earn it, invest it, and spend it. Nothing got my attention like the stock market contest my econ teacher ran. 

When I went to college, I wanted to learn as much about money and business as I could, so I majored in accounting and marketing. I had to take a writing class; creative writing was supposed to be an “easy A, ” so I signed up. Unlike the other business majors in the class, I loved it. My avocation was born.

In 1997, I started a tax practice. At the same time, I was drawn to writing about personal finance and fascinated by how people handle their money. As my practice developed, I was increasingly turned off by the financial services industry, yet increasingly aware of the need that clients had for good personal financial advice. From my perspective as a CPA, much of the industry seemed to be geared toward working with the super-wealthy, selling products of questionable value, or promoting schemes that benefited the sales person more than the customer. 

Then I found out about fee-only financial advising, particularly ACP (the Alliance of Comprehensive Planners.) Fee-only advisors are upfront about what clients are paying, so there are no hidden agendas. I felt an instant recognition of being among like-minded people. I’ve since joined ACP as well as NAPFA (the National Association of Personal Financial Advisors, another fee-only group) and have developed my own fee-only financial advisory practice. I love it. 

Degrees and Designations


BA in Accounting and Marketing from the University of Wisconsin, Madison 
Masters in Liberal Arts from DePaul University in Chicago. 
Certified Financial Planner ™
Certified Public Accountant

Other Experience

 
I worked at Peterson & Company supporting high-profile litigation, as a manager, then district manager at Starbucks during their start-up phase, and supporting derivatives trading at O'Connor & Associates. 

For Fun


I love tennis, music, and reading! 

 

And...nerdy as this sounds, I enjoy getting the word out about fee-only financial planning to a broader audience.  Check out my articles on Money.com or subscribe to the Youtube channel I started with John Scherer, Friends Talk Financial Planning.

We'd love the opportunity to connect.
Call or email us.

The first thing we do when you contact us is simply find out a little bit more about you and the issues that you're facing. If it makes sense to talk further, then we set up an appointment to get to know one another. While we’ll ask you to about your finances, all of our conversations and your information is private and confidential.

Sullivan Mermel, Inc.

3744 N. Southport Unit G

Chicago, IL 60613

Ph. 773-404-9344
Fax: 773-327-1461

© 2021 Bridget Sullivan Mermel

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