Sullivan Financial Partners

Sullivan Financial Partners is an independent financial service firm. Insurance services are provided by Sullivan Financial Partners.

Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products and services are not offered through Triad Wealth Partners. Neither Sullivan Financial Partners nor Triad Wealth Partners offers tax or legal advice. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Testimonials were given by current clients of Sullivan Financial Partners. No compensation was provided for these testimonials. This arrangement creates a material conflict of interest because Sullivan Financial Partners has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing these testimonials and no guarantees of performance or success are offered. Please visit: https://adviserinfo.sec.gov/firm/summary/326523 for important regulatory information about Triad Wealth Partners. Copyright – All Rights Reserved – Sullivan Financial Partners Triad Wealth Partners Privacy Policy Triad Wealth Partners Client Relationship Summary (Form CRS)