Kevin Sullivan

CFP®

Rockbridge Investment Management, LLC

Financial Adviser - Partner

Kevin Sullivan

CFP®

Rockbridge Investment Management, LLC

Financial Adviser - Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Sullivan, CFP®

Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country

Kevin Sullivan is a Syracuse, NY fee-only financial planner. Rockbridge Investment Management, LLC provides comprehensive financial planning, investment management and estate planning to help individuals serving in the role of trustee for family, friends or future generations organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Kevin Sullivan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kevin Sullivan is a fee-only financial advisor at Rockbridge Investment Management, LLC, located in Syracuse, NY.  Kevin is dedicated to understanding the issues his clients face and is committed to discussing solutions to simplify their lives. With over 25 years of financial planning experience, you will receive straightforward guidance from Kevin whether it's in a face-to-face meeting or over the phone. 

Kevin Sullivan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

 At Rockbridge, our business is built around our commitment to client care.  Rockbridge is:

  • Fiduciary- We’re legally obligated to advise strictly and exclusively in your highest interest, period.
  • Fee-only- Our sole compensation comes from clearly disclosed fees that are a percentage of the wealth we manage for you.  We reject all commissions or other forms of outside compensation.  You are the only person who compensates us for our advice to you, and we think that’s in your best interest.
  • Right-sized- We’ve grown our firm to complement our clients’ needs with a sensible balance of investment advisors, financial and retirement planners, service support, and office administration

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Kevin Sullivan

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 220 S Warren St
    Fl 9
    Syracuse, NY 13202

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser