Sullivan & Schlieman Wealth Management, LLC

Sullivan & Schlieman Wealth Management is North Atlanta’s boutique financial partner that lifts the weight of financial complexity off your shoulders and serves as your single point of contact for everything money touches, from investment management and estate planning to risk, insurance, and beyond.

Founded in 2008 by advisors who left the big-name firms behind, we built Sullivan & Schlieman on a simple conviction: individuals and families seeking to build wealth don’t need another big machine. They need a qualified partner who answers the call, anticipates what’s ahead, and delivers the kind of attentive, personalized service that makes financial decisions feel like a natural extension of your life. Our approach is rooted in accountability, not just advice. We’re in the outcome business, so we tell you what you need to hear, not what you want to hear, and hold you to the commitments you’ve made to yourself and your family. We’re selective about who we work with because fit matters. Our clients appreciate straight talk, value responsiveness, and want a team that’s serious about results but never upright or unapproachable. 

We don’t just manage your portfolio. We act as your Chief Financial Officer, coordinating every aspect of your financial life so nothing falls through the cracks and everything works in concert. When life shifts, from changing jobs, to navigating the loss of a family member or moving aging parents closer, we’re already anticipated those needs through the many conversations we’ve had together. And we’re ready to connect you with the right mortgage broker, estate attorney, or insurance specialist, helping to ensure the pieces come together seamlessly.

From the welcome kit that greets new clients to the thoughtful touches we send for life’s meaningful moments, every detail reflects our commitment to being more than your wealth manager. We make every effort to answer incoming calls and to respond to inquiries in a timely manner, generally within one business day, and make our office an opportunity for collaboration and connections rather than an obligation for transactions.

At Sullivan & Schlieman, we take care of your finances so you can focus on what matters most—your family, your work, your life. With us, you gain more than a wealth management team. You gain clarity, financial confidence, and a partner fully invested in helping you live better and plan your future and legacy.