Not just another financial advisor.
Primary is your Personal CFO.
Finances aren’t just about money or work; they’re about your entire life.
Primary sees, advises on, and manages your full picture — business, estate, tax, private assets, family, and legacy — and helps you get the most out of the wealth you’ve built.
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![Saving for Retirement]()
Saving for Retirement
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![Tax Mitigation]()
Tax Mitigation
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![Investment Strategies]()
Investment Strategies
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![Career Planning]()
Career Planning
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![Paying for Long-Term Care]()
Paying for Long-Term Care
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![Family Finances]()
Family Finances
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![Estate Planning]()
Estate Planning
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![Wealth Planning]()
Wealth Planning
How is Primary different?
Full-Picture Management
We’re not just a financial advisor; we’re a life advisor. We don’t just advise on investments, we focus on every aspect of how your wealth affects your life (from selling to estate planning & beyond).
Proactive Strategies
Financial advisors typically answer the questions you bring to them. We ask you the important questions, and help you plan not just for now but for two, five, ten, and twenty years down the road.
Your Day-to-Day Partners
We meet consistently, not just once a year. And you can call/text/email us at any time (yes, even at 12 AM), whether it’s a $300K question or a second opinion on a major decision.
Meet Brian Sullivan,
Your Personal CFO.
Our founder, Brian Sullivan, CERTIFIED FINANCIAL PLANNER® Professional (CFP®), built Primary because he saw what he feels many financial advisors miss: if you’ve built or are building wealth, your life needs a true CFO, not just an investment manager.
With two decades of experience across corporate finance, technology, and executive leadership, Brian designed our approach to treat every dimension of your financial life - cash flow, projections, structure, legacy - with the rigor of a business and the warmth of a partner who truly knows you.
Who we work with
Strategies to help you protect & optimize your wealth—so you can focus on leading.
Helping you balance business growth with financial security.
Empower you to turn your hard-earned savings into a stress-free retirement plan.
Build a financial future as strong as your family’s dreams.
Looking for an advisor to answer these questions?
“The markets are in turmoil. Do I need to take drastic action to protect myself?”
“Can I retire now and continue to do the things I love?”
“I have a 401k from my old job. What do I do with it?”
“My husband just had a stroke and can’t work. What do we do?”
“Can my parents afford assisted living?”
“I need a new car. Should I finance or pay cash?”
“How do I make my money work for me for the rest of my life?”
“How might I lower my taxes if I sell my business?”
“How do I avoid having concentrated stock in my portfolio?”
“What’s the best way to invest my annual bonus?”
All great questions for your Personal CFO.
At Primary Financial Advisors, our goal is to help you feel totally comfortable talking about your money goals. After all, it sustains you, protects you, and gives your family a future – we believe it’s a lot more uncomfortable not to talk about money.
“What do I do with my stock options?” “How should I invest my bonus?” Our clients call, text, and email us questions at any time of the day (or night!) before making money and life decisions large and small. And we wouldn’t want it any other way.
Get Started
What money question do you need answered today?
Reach out to our team to schedule a no-commitment, 15-minute consultation.
Or give us a call: (978) 451-6922
What we can help you with:
Deep-Dive Financial Plans
Investment Strategies
Retirement Planning
Tax Planning
Longevity Planning
Estate Planning
Trust Planning
Wealth Planning
Insurance
Budgeting
Legacy Planning
Charitable Contributions
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