Sullivan & Schlieman Wealth Management
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With over 150 years of experience, Sullivan and Schlieman Wealth Management, LLC successfully manages relationships of all types, ranging from the simplest to the most complex. Our advisors have achieved designations such as MBA, CFP®, and multiple securities and insurance licenses and registrations. The support staff also holds MBA designations, securities registrations and insurance licenses. The expertise we bring to the relationship, coupled with the comprehensive products that we offer access to, enables us to provide sound financial advice and superior service for each client.
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.
Andrew Sullivan of Sullivan & Schlieman Wealth Management was recently ranked No. 2 in Georgia in Forbes’ 2023 Best-In-State Wealth Advisors list.
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.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.