Bridget Mermel, CFP®, CPA Sullivan Mermel, Inc.

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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.com/sullivan-mermel-blog

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Attorneys
  • Baby Boomers
  • Retirement Planning
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $460+/mo
  • Quarterly Fee: $1375+/qtr
  • Flat Fee: $5500+/engagement

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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