About Sullivan Mermel, Inc.…Taking the Worry Out of Your Financial Future Is Our Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Bridget Sullivan Mermel helps people gain control of their money. In 1997, she started a tax practice helping folks with tax planning and preparation in the Lakeview/Wrigleyville neighborhood of Chicago. Money coaching, then personal financial advisory services soon followed as clients responded to Bridget's method of understanding how people operate with money.

Variety of experience is a hallmark of her career and current practice. She earned a BA in Accounting and Marketing from the University of Wisconsin, Madison, and a Masters in Liberal Arts from DePaul University in Chicago. She worked at Peterson & Company supporting high-profile litigation, as a manager, then district manager at Starbucks during their start-up phase, and supporting derivatives trading at O'Connor & Associates. She has earned both a CFP^® and CPA designations, and belongs to the Alliance of Cambridge Advisors (ACA) and the National Association of Personal Financial Advisors (NAPFA.) An award-winning writer and sought-after speaker, Bridget lives and practices in Chicago.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Bridget Sullivan Mermel,
CFP^® CPA
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“I get most satisfaction from helping clients gain control of their finances. I love to educate.”