Bridget Mermel, CFP®, CPA Sullivan Mermel, Inc.
About Bridget Mermel, CFP®, CPA
Hi, I’m Bridget Sullivan Mermel.
I lead 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 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.
We are fee-only financial planners located in Chicago, Illinois serving 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.
Read Bridget’s blog here: https://www.sullivanmermel.
- Baby Boomers
- Retirement Planning
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Monthly Fee: $460+/mo
- Quarterly Fee: $1375+/qtr
- Flat Fee: $5500+/engagement