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As Fiduciaries, We Put Your Interests First

Our Fiduciary Commitment to Clients

At Condon Sullivan, we are more than your advisor. We are your trusted financial partner. We listen, educate, and help you clarify your direction so you can build the vision of your future with confidence.

Our commitment to our clients is evidenced by the long-term relationships we build founded on the values of trust and transparency. As fiduciary advisors, our clients’ interests and priorities always come first. Our mission is to assist our clients with the complexity of finances so they can enjoy their unique journey. 


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Why Work With Us?

At Condon Sullivan, our first priority is helping you take care of yourself and your family. We want to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our success.

The Certified Financial Planner Board of Standards, in their Code of Ethics and Professional Responsibility, defines a Fiduciary as “one who acts in the utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.”

Financial advisors who are fiduciaries must act in the best interest of their clients, offering the lowest cost financial solutions to fit their clients’ needs.

But, it’s important to note, not all financial advisors are fiduciaries. Anyone can legally call themselves a financial advisor and provide financial advice, making it particularly important you know what standard the person managing your money holds themselves to. Only fiduciary financial advisors have to place your best interest over theirs, though. Fiduciaries’ recommendations must consider your overall financial situation carefully, and they must offer the most economical solutions with the best performance. 


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Ethical Duties of CFP® Professionals Brochure


This brochure helps clients understand the ethical duties of CFP® professionals under CFP Board’s Code of Ethics and Standards of Conduct.

View Brochure

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Best Interest Disclosure (View Here)


Form CRS (View Here)