Matthew Barnard, CFP®, MS Sullivan Mermel, Inc.

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About Matthew Barnard, CFP®, MS

Hi, I’m Matthew Barnard.

We are 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 young professionals, those with stock option complexities, and clients interested in socially responsible investing.

We offer a 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 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.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
  • Young Professionals

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

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