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 attorneys, women managers and executives, and clients interested in socially responsible investing.

We offer a two ways of working together:
1. A Financial Strategy Session to answer your 3 biggest questions
2. An on-going retainer which includes methodically 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