The Sullivan Group is a fiduciary financial advisory firm serving individuals, families, and small businesses in California. With more than 30 years of experience and roots in both Northern and Southern California, the firm provides personalized guidance for important financial decisions. Its fiduciary approach means advice is intended to serve clients’ best interests, with strategies shaped around their goals and circumstances.

Services include investment management focused on long-term growth and risk awareness, retirement planning with income strategies for life after work, and estate planning to help protect assets and support the transfer of wealth to the next generation. The Sullivan Group also offers structured settlement planning to help clients establish reliable income streams and support financial stability. The firm emphasizes ongoing, personal service, with advisor meetings tailored to each client’s needs, whether quarterly, annually, or around significant life events. Clients can schedule a consultation to discuss their plans, including retirement, an inheritance, or business-related financial decisions. The Sullivan Group is based in Laguna Niguel, California.