Financial Advisors
Southlake, TX
Sullivan Financial Partners is an independent financial advisory firm based in Southlake, TX, specializing in comprehensive wealth management and financial planning for individuals and families. Their team of experienced advisors works closely with clients to develop personalized investment strategies, retirement planning, and financial goals aligned with each client's unique circumstances. They pride themselves on a fiduciary approach and personalized service tailored to each client's needs.
Ideal for: High-net-worth individuals, pre-retirees and retirees, families seeking comprehensive wealth management, business owners
Service area: Southlake, TX and surrounding Dallas-Fort Worth communities
Independent Fiduciary Advisor: As an independent firm, Sullivan Financial Partners operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests rather than recommending products that generate higher commissions.
Comprehensive Wealth Planning: They offer integrated financial planning services including retirement planning, investment management, and wealth strategy designed specifically for each client's long-term goals.
Address: 141 Countryside Ct Suite 100, Southlake, TX 76092
Phone: (817) 431-2217
Website: sullivanfinancialpartners.com
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