Sullivan & Schlieman Wealth Management, LLC

www.sullivanandschlieman.com

Sullivan & Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs. Sullivan & Schlieman Wealth Management, LLC was founded by Andrew Sullivan, CFP®, and Josh Schlieman, CFP®. With the help of a committed staff, Josh and Andrew earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ trust, Andrew and Josh have established client relationships that are multi-generational, lasting over 20 years. Should you have any questions or would like to learn more about our firm, please feel free to visit our website or contact us at 678-867-0500. We look forward to hearing from you! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (www.finra.org) (www.sipc.org). For a list of states in which we are registered to do business, please visit www.sullivanandschlieman.com

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Sullivan & Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs. Sullivan & Schlieman Wealth Management, LLC was founded by Andrew Sullivan, CFP®, and Josh Schlieman, CFP®. With the help of a committed staff, Josh and Andrew earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ trust, Andrew and Josh have established client relationships that are multi-generational, lasting over 20 years. Should you have any questions or would like to learn more about our firm, please feel free to visit our website or contact us at 678-867-0500. We look forward to hearing from you! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (www.finra.org) (www.sipc.org). For a list of states in which we are registered to do business, please visit www.sullivanandschlieman.com

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Country

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State

Georgia

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City (Headquarters)

Alpharetta

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Employees

11-50

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Founded

2008

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Social

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Potential Decision Makers

  • Vice President Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner and Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Director of Support Operations

    Email ****** @****.com
    Phone (***) ****-****

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