Kevin Sullivan (CFP®)

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

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management

Planning Specialties

With several years of corporate trustee experience, I enjoy working with individuals serving in the role of trustee for family, friends or future generations. Too often in the past, I encountered individual trustees who were unsure of the investment and administrative decisions to be made on behalf of the income or remainder beneficiaries.  As a fiduciary and fee-only advisor, I believe we are in a much better position to guide trustees in such decisions based on our transparent compensation method. 

NAPFA Start Date

October 09, 2017


This Office

220 S Warren St Fl 9 Syracuse, NY 13202-1690 Phone: (315) 671-0588 X222