Bridget Sullivan Mermel (CFP®, CPA, MA)

Bridget Sullivan Mermel focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

We work with a wide variety of people, but especially enjoy financial planning for people who are:

  • Planning for semi-retirement and retirement;
  • Attorneys;
  • Interested in Socially Responsible Investing without giving up returns.


Our firm services are unique among NAPFA members because we offer a comprehensive annual retainer, including tax planning and preparation. 

Additional Information

I have worked in the financial industry for over 25 years, from working in high-profile litigation, to the back office of a derivatives house, to being a manager and district manager at Starbucks way back when they first opened in Chicago.


In 1997 I started a tax practice, and transitioned to full financial planning in 2008.


I've got a BBA from the University of Wisconsin-Madison, as well as a MA from DePaul University.  I am a Certified Public Accountant, or CPA as well as a Certified Financial Planner (CFP(R)).


My husband and I live in Chicago.  Outside of the office, I enjoy tennis, reading, writing, and music.

NAPFA Start Date

July 01, 2008


This Office

3744 N Southport Chicago, IL 60613 Phone: (773) 404-9344 Fax: (773) 327-1461