FINANCIAL ADVISORS FOR FAMILIES

Dinner gets planned around your family’s needs. Why should your finances be any different?

When you have a family, every financial decision is bigger. Should you help your kids with a down payment? How do you balance retirement savings with tuition costs? What happens if life takes an unexpected turn?

Family finances are layered, and you need an advisor who understands the nuances. Because financial advice isn’t just about growing wealth—it’s about working toward creating security for the people who matter most. That’s where we come in.

Our Founder, President, and CFP®

Not Just a Numbers Guy-
A Family Man

Our Founder, President, and CERTIFIED FINANCIAL PLANNER® Professional Brian Sullivan, spent a large part of his career helping families navigate big financial decisions. His unusually personal approach blends sharp financial strategy with deep sensitivity.

Our team knows every family’s needs are unique. Maybe you’re planning for private school, supporting aging parents, or figuring out how to pass on wealth to the next generation. Maybe you and your spouse have different financial philosophies. Whatever the situation, Brian and his team helps families find balance—between strategy and emotions, financial security and flexibility, what makes sense on paper and what feels right in real life.

Because when it comes to family, financial planning isn’t just a business decision—it’s personal. And that’s exactly how we treat it.

CONNECT WITH BRIAN>

HOW WE CAN HELP FAMILIES

Breakfast, school drop-offs, planning for school vacations, and, oh right,
our futures.

Managing your family’s needs is overwhelming enough. Do you want to understand how to best handle your finances for today and tomorrow? Get a hand from a supportive team that understands the nuances of family. Primary Financial Advisors helps with a wide range of money matters, including:

    • Investment strategies

    • Tax management strategies

    • Financial plans

    • Insurance recommendations

    • Understanding the market

    • Budgeting

    • Paying off debt

    • Financial literacy for kids and young adults

    • New jobs

    • Job losses

    • Marriage

    • Blended families

    • Divorce

    • Sudden illness

    • Death of a spouse or family member

    • Inheritances

    • Home renovations

    • Buying and selling homes and properties

    • Relocating

    • General unexpected expenses 

    • Longevity planning

    • Paying for private school and college

    • Retirement planning

    • Estate planning recommendations

    • Life insurance

    • Long-term or in-home care planning

    • Navigating purchase of vacation homes, cars, RVs, boats, and more

    • Legacy planning

    • Charitable giving 

More Than
Financial Advice

24/7 GUIDANCE

Strategic Support for Every Day, Every minute.

Every stage of life brings new questions, and we’re here for all of it. Even on the weekends or evenings. When big or small decisions come up, make us your first call. Because family finances aren’t just about numbers—they’re about making the right choices for the people you love.

A NETWORK OF SPECIALISTS

The Right People for Every Family Decision.

When you become a client, you don’t just get a financial advisor—you gain access to the network of specialists that we’ve trusted and worked with for years. Need an accountant, a realtor, a divorce attorney, a career coach, or a professional with college funding expertise? We’ll connect you with the right people at the right time. And if you already have a team, we’ll collaborate to help you ensure that every piece of your financial puzzle fits together seamlessly.

FINANCIAL LITERACY

Financial Guidance for Every Generation

Your family’s financial future is a shared journey. Whether it’s teaching your kids smart money habits, helping your adult children step into financial independence, or ensuring your spouse is fully in the loop—we make sure everyone who needs to be part of the conversation is included.

Family life is a bouncy ride.
Take us along for it.

AN ONGOING RELATIONSHIP

First Conversation

We take the time to understand your family’s full financial picture & long-term goals.

Your Primary Plan

We work to create a flexible, tailored strategy to help you manage the day-to-day while planning for the future.

Regular Meetings

Family life changes fast. We meet as often as needed—whether it’s quarterly, yearly, or whenever a major decision or life change arises.

24/7 Support

Call us anytime—because when family is involved, financial guidance should never be out of reach.

GET STARTED

A Supportive Team that Understands the
Nuances of Family

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.