…over 50 years of industry experience…
Thank you for visiting our website. Sullivan and 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 50 years of industry experience, we have the expertise to develop a plan that is specific to your needs.
Sullivan and 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.
We encourage you to explore our site and learn more about the services that we provide. Should you have any questions or would like to learn more about our firm, please feel free to email us or call us at 678-867-0500. We look forward to hearing from you!