About Us

Your Financial Success Is Our Top Priority

Why Sullivan Investments

Welcome to Sullivan Investments Group! Established in 2009, our mission is to provide exceptional, personalized service that sets us apart from larger institutions. Our focus on your satisfaction compels us to guide and support you at every step. 

At Sullivan Investments, we embrace an innovative and unconventional approach to wealth preservation and portfolio growth, challenging traditional norms. By integrating a mix of alternative and traditional investments and considering your individual risk tolerance, we aim to mitigate risk and maximize returns. Our relationship with you is built on trust, outstanding collaboration, and effective engagement. We strive to provide you with the best possible experience with us, here at Sullivan Investments Group!

Our philosophy and values

Serving as your lifelong financial partner

Client Focused

A highly personalized approach that caters to each client’s unique goals, risk tolerance, and investment preferences.

Disciplined Approach

A systematic and disciplined approach to investing that avoids emotional decision-making.

Education and Transparency

Educating clients about investment options, strategies, and risks through clear and open communication.

Meet Craig Sullivan

President & Founder

Craig H. Sullivan is the president and founder of Sullivan Investments Group. With Series 7, 31, 63, and 65 licenses under his belt, Craig has dedicated over twenty years to guiding numerous individuals, families, and businesses towards their financial aspirations.

Throughout his career, clients have come to know Craig for his straightforward and tailored financial advice. Whether it's a young professional starting their investment journey or a business owner strategizing cash flow, Craig's approach has consistently been about understanding individual needs and offering informed guidance. His experience stretches across various financial sectors, including alternative investments and specialized advice for pre-retirees.

For high net worth individuals, Craig offers insights into wealth preservation, alternative investment opportunities, and comprehensive estate planning. Moreover, his commitment to maintaining transparent relationships means clients always have clarity on their financial roadmap.

Outside the confines of spreadsheets and portfolios, Craig finds solace with his family and keeps up with the highs and lows of the Ole Miss baseball team.

Meet Charles Sullivan, IACCP®

Financial Planning Specialist

Charlie is a Certified Investment Advisory Representative and a Financial Advisor with Sullivan Investments Group since 2021. He holds a Series 65 license and earned his bachelor’s degree in finance from Florida State University.

Since joining the firm, Charlie has consistently demonstrated a commitment to providing personalized financial services. He's known for explaining complicated financial matters in clear, understandable terms, ensuring clients are well-informed and comfortable. In tune with the latest in investment trends, Charlie also offers guidance on alternative investments like cryptocurrency and private credit.

A key part of Charlie's approach involves utilizing the latest technology to provide top-tier service. This includes up-to-date investment advice, detailed reporting, and efficient portfolio management.

Beyond his professional accomplishments, Charlie brings a unique perspective from his background as a former nationally ranked tennis player. The discipline and strategy he cultivated on the court now benefit his clients in the financial arena. Outside the office, Charlie remains passionate about sports, frequently playing tennis, pickleball, and golf, and avidly supporting the Celtics and Bruins.

Who We Serve

Next-Generation Leaders

Career growth can make handling your money feel like a challenge. Don't worry, we're here to provide you with the expertise and guidance needed to organize your finances and set up a solid foundation for the long run. 

Entrepreneurs

As an entrepreneur, you're faced with more financial choices and issues. Our team excels in navigating these complexities, ensuring you can center your efforts on your business.

Pre-Retirement and Retirees

As you approach retirement, it's important to have a clear understanding of your financial situation and a plan for how to achieve your retirement goals. By working with our team, you can confidently navigate the transition to retirement and enjoy the lifestyle you've been dreaming of.

Let's Get Acquainted

The first step towards financial success starts with a
conversation about your needs and goals, so let's talk.

Our firm believes that achieving financial independence begins with a thorough understanding of your needs and goals. To facilitate this, we offer a complimentary initial consultation where we will explore and discuss your financial goals and concerns. This meeting is an opportunity for open dialogue, where we encourage questions to gain insight into your specific financial situation and determine if our approach aligns with your needs. Book your complimentary consultation today to take the first step towards collaborating with us to achieve your financial goals.

Schedule Consultation