Bridget Mermel, CFP®, CPA, MA

Sullivan Mermel, Inc.

Contact Details

Sullivan Mermel, Inc.
3744 N Southport
Unit G
Chicago, IL 60613
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Primary: (773) 404-9344
Mobile: (773) 931-9776

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Hi, this is Bridget Sullivan Mermel. At our firm, we are fee-only financial planners who work with people in a comprehensive, or holistic, way. We are innovative financial planners who help people connect money and meaning to create fulfilling lives.  

We especially enjoy working with near-retirees and retirees, attorneys, and clients interested in socially responsible investing.

We serve clients through an on-going retainer which includes systematically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes.

I started out with a tax practice in 1997. I could see that clients wanted and needed help not just with their taxes, but with other areas of their personal finances, too. When I found out about fee-only advising, with its emphasis on giving bias-free advice, I was hooked! I love helping people understand and improve their finances.

At Sullivan Mermel, Inc. 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.

Professional Credentials/Designations

  • CFP®
  • CPA
  • MA

Serving Clients Living In

  • CA
  • IL
  • IN
  • NY
  • WI

Additional Office Locations

  • United States

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes