Weekly Market Commentary
You can find it here - The latest edition of our
Weekly Market Commentary!
Outlook 2024: A Turning Point
LPL Research’s Outlook 2024: A Turning Point is our guide to how the readjustments in the economy and markets may impact you in the coming year. Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals.
Get to Know Our Team!
With over 150 years of combined experience, Sullivan and Schlieman Wealth Management, LLC manages relationships of all types, ranging from the simplest to the most complex. Our advisors have obtained designations such as MBA, CFP®, and multiple securities and insurance licenses and registrations. The support staff also holds MBA designations, securities
Where do you want to go? We can Help get there, together.
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 pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs.
With the help of a committed staff, Andrew and Josh earn their clients’ esteem through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.
RECOGNIZED IN FORBES AS A 2024 BEST-IN-STATE WEALTH ADVISOR
Andrew Sullivan has been recognized as the No. 2 advisor in Georgia on this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry.
"We are thrilled to extend our heartfelt congratulations to Andrew Sullivan for the well-deserved recognition from Forbes, on behalf of the entire team at LPL," exclaimed Julian Lopez, LPL's executive vice president of Independent Advisor Services Relationship Management.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management.
Sullivan is a financial professional affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
RECOGNIZED IN FORBES AS A 2024 BEST-IN-STATE WEALTH ADVISOR
Josh Schlieman has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors. Schlieman, Partner and Wealth Advisor of Sullivan & Schlieman Wealth Management was recognized as the No. 50 advisor in Georgia.
Schlieman has 22 years of experience in the financial services industry and provides a full range of financial services for individuals, families and business owners; including retirement and financial planning, estate & tax planning, insurance planning and more.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management.
* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Our History
Years of experience have prepared us to guide you through life's transitions.
Shared Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Infinite Resources
Want to learn more about retirement, Social Security, or estate strategies?
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Welcome to the family!
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Navigating Your Financial Roadmap
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.