Welcome to Sullivan-Kreiss Financial

Sullivan-Kreiss Financial was founded in 2004 to provide superior, unbiased wealth management and investment advisory services to corporate executives, physicians, business owners, retirees, and other affluent and emerging affluent individuals. We design financial solutions and strategies that are tailored to each of our client's specific circumstances and objectives. We are committed to building solid, long-term relationships with our clients and pride ourselves on paying attention to the details that make every client's wealth management needs unique.

Financial Education Planning Benefit Program

In addition to private wealth management services, Sullivan-Kreiss Financial also offers the Financial Education Planning Benefit Program—an innovative, cost-effective employer-sponsored benefit designed to improve the financial well-being of today's workforce.