Matthew Barnard, CFP®, MS Sullivan Mermel, Inc.
- 3744 N Southport Ave, Chicago, IL 60613
- (773) 404-9344
- http://sullivanmermel.com/
About Matthew Barnard, CFP®, MS
Hi, I’m Matthew Barnard.
I lead a small 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 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.
We look forward to meeting you!
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
- 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
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.
