Luke van de Loo

Fee-Only Wealth Advisor | Tax and Retirement Planning

Role: Financial Planner, Partner at Sullivan Mermel, Inc. Fee-Only Financial Planning
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Planner, Partner
Sullivan Mermel, Inc. Fee-Only Financial Planning
Jan 2022 — Present

Education

University of Illinois at Urbana-Champaign
Bachelor's degree

Contact information

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Work email
•••••@sullivanmermel.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Sullivan Mermel, Inc. Fee-Only Financial Planning

Financial Services · 3 employees · Founded 2008 · Chicago, Illinois, United States

We are a team of dedicated financial planning professionals who work in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals. We especially enjoy working with attorneys, near retirees, and clients interested in socially responsible investing. We offer a two ways of working together: 1. A Financial Strategy Session to answer your 3 biggest questions; 2. An on-going retainer which includes methodically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes. We practice in a small niche of the industry called fee-only, which focuses on giving un-biased advice. We don\'t take commission, get kick-backs, or sell products. We have no hidden agendas. Our focus is on giving our clients the best comprehensive advice possible. Located in Chicago, Illinois, we serve clients in Chicago and throughout the nation. We meet both in-person in our Chicago office and virtually through video conferencing and secure file transfer.

sullivanmermel.com

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Experience

Financial Planner, Partner

Education

University of Illinois at Urbana-Champaign

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