FINANCIAL ADVISORS FOR BUSINESS OWNERS

You Built a Business. Now Let’s Build a Life You Want.

An accountant can balance your business’s books. But do you have a strategic advisor who can help you with the broader financial questions – both in your business and your personal life?

Questions like, “Should I reinvest in the company or take more off the table?” “How can I balance growth, savings, and your personal financial goals?” “When is the right time to sell, scale back, or retire?” You need an advisor who sees the whole picture, to help you maximize wealth, minimize stress—and plan for the life you actually want. 

Our Founder, President, and CFP®

Meet Your New Personal CFO

Our Founder, President, and CERTIFIED FINANCIAL PLANNER® Professional Brian Sullivan, knows that running a business is more than a job—it’s a way of life. As a business owner and former business leader himself, he understands the financial complexities, strategic decisions, and personal sacrifices that come with entrepreneurship.

That’s why he acts as more than just a financial advisor. He’s your personal CFO. He’ll help you analyze your own income vs. expenses, monthly cash flow, and personal balance sheets so you can see how your business success translates into your wealth. And when it’s time to think about the next phase, he’ll provide long-term financial projections to help give you clarity and confidence as you plan your next move.

CONNECT WITH BRIAN>

HOW WE CAN HELP EXECUTIVES

While you’re leading, we’re here to help you navigate your financial future.

From tax strategies to wealth planning, Primary Financial Advisors helps business owners navigate every stage of success—so you can focus on building your business with confidence.

    • Deep-dive financial plans

    • Investment strategies

    • Tax planning and tax mitigation including Tax-Loss Harvesting

    • Employee benefit recommendations including Employee Stock Ownership Plans

    • Wealth planning

    • Estate planning recommendations and reviews

    • Charitable giving including Donor-Advised Funds (DAF) 

    • Pay for private school and college

    • Estate plan recommendations, including trusts, medical proxies, and power of attorney

    • Insurance 

    • Plan for the care of aging parents or other family members

    • Legacy planning

    • Purchase second homes and vacation properties 

    • Business valuations

    • Outline tax consequences and help with tax mitigation 

    • Charitable contributions

    • Private foundations

    • Portfolio management

    • Sophisticated financial modeling, projections and forecasting

    • Longevity planning

    • Long-term care planning

    • Identifying your next “chapter”

    • Evaluate purchase and sale of homes

    • Funding travel

    • Navigate purchase of planes, boats, and cars 

More Than
Financial Advice

A NETWORK OF SPECIALISTS

For Both Business & Personal Decisions

Your business and personal finances are deeply connected—and we’re here to support both. We help you make strategic business decisions, like optimizing tax strategies or scaling, valuating, or selling your business. At the same time, we work to help ensure that your personal wealth is working for you, from family wealth planning to lifestyle investments. We align every financial move with your bigger picture—to help both your business and your life thrive.

24/7 GUIDANCE

Because Your Business Doesn’t Keep Office Hours

Big financial decisions don’t always happen between 9 and 5. Whether you’re weighing a new investment, a tax strategy, or a major business transition, we’re here when you need us. When questions come up—whether it’s during business hours, on the weekend, or late at night—we’re your first call.

A NETWORK OF SPECIALISTS

The Right Expertise for Every Decision

A great business is built on the right team. That’s why we connect you with specialists we trust, from business valuation professionals and trust attorneys to luxury real estate brokers and jewelry designers. Because as a business owner, your financial world extends beyond your balance sheet—and we make sure you have the right team to support it.

Your business never stands still. Neither should your financial plan.

AN ONGOING RELATIONSHIP

First Conversation

We take the time to understand both your business and personal finances & your long-term goals.

Your Primary Plan

We craft a custom strategy to help you balance business growth, mange your personal wealth, and secure your legacy.

Regular Meetings

We meet as often as needed—monthly, quarterly, or whenever a major (or minor) decision is top of mind for you.

24/7 Support

Whether it's a late-night acquisition opportunity or a last-minute tax question, we’re always just a phone call, text, or email away.

GET STARTED

Let’s Mix Business +
Personal Together

Reach out to our team to schedule a no-commitment, 15-minute consultation.

The Primary Financial Advisors Blog

Resources to help you manage your finances in the boardroom and out of it.