Bridget Sullivan Mermel, CFP^®

CPA

Sullivan Mermel, Inc.

3744 N Southport, Unit G
Chicago, IL 60613

FINANCIAL ADVISOR'S WEBSITE

www.sullivanmermel.com

(773) 404-9344 CONNECT WITH Bridget

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

While we do provide a free consultation so we can figure out if your needs and our practice are well-matched, we charge $1,495 for an in-person Strategy Session and our minimum for a Standard Retainer is $5500 per year.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Sullivan Mermel, Inc. Website

General

Bridget Mermel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sullivan Mermel, Inc. in Chicago, IL and the surrounding communities.

Financial Advisor Overview

We are a team of dedicated financial planning professionals who work in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals. We especially enjoy working with attorneys, near retirees, and clients interested in socially responsible investing. We offer a two ways of working together: 1. A Financial Strategy Session to answer your 3 biggest questions; 2. An on-going retainer which includes methodically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes. We practice in a small niche of the industry called fee-only, which focuses on giving un-biased advice. We don't take commission, get kick-backs, or sell products. We have no hidden agendas. Our focus is on giving our clients the best comprehensive advice possible. Located in Chicago, Illinois, we serve clients in Chicago and throughout the nation. We meet both in-person in our Chicago office and virtually through video conferencing and secure file transfer.

Financial Advisor Experience

Hi. I'm Bridget Sullivan Mermel. In 1997, I started a tax practice. 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. 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 developed my own fee-only financial advisory practice. I love it BA in Accounting and Marketing from the University of Wisconsin, Madison Masters in Liberal Arts from DePaul University in Chicago

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Insurance Licenses

Life insurance: Illinois
Health/disability insurance: Illinois
Property/casualty: Illinois
Fixed annuities: Illinois
Variable annuities: Illinois

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Sullivan Mermel, Inc. is an Independent Registered Investment Advisory firm.

Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Investment Management, Retirement, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances