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VerifiedFinancial Services· Founded 2008

Sullivan Financial Partners

Empowering confident retirements through clarity, leadership, and purpose. Sullivan Financial Partners is a full-service financial planning firm helping individuals and families align their wealth with what matters most. Through our proprietary Confident Retirement Journey™, we deliver personalized strategies across income, investments, tax, healthcare, and legacy — all designed to replace uncertainty with clarity, and fear with freedom. We serve clients who want more than advice — they want leadership. And we’re proud to be known for the relationships we build, the trust we earn, and the lives we help transform. If you’re ready to explore what’s possible in retirement — or your next chapter — we’re ready to guide the way.

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HeadquartersSouthlake, United StatesEmployees10(11 to 50)Annual revenue$10M to <$50MFounded year2008LinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

10

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

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Monthly traffic

organic / mo

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Top roles at Sullivan Financial Partners

6 distinct titles indexed · top 6 shown.

  • 1director of education
  • 1director of operations
  • 1event concierge & receptionist
  • 1new business manager
  • 1operations manager
  • 1story edit studio

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