Gary is the founder and President of Landmark Wealth Advisors, LLC a financial consulting firm that has been creating and managing wealth exclusively for private business owners since 1989.
Mr. Sullivan crafts investment tax and family-sensitive wealth strategies and is a specialist in the areas of business succession, estate planning and employee benefits that are responsive to client objectives. Gary combines broad and deep financial and tax understanding, small business management savvy and personal finance experience to develop and implement personalized wealth creation and preservation techniques.
Gary is an active member of the Mass. Society of CPA's as well as a member of the American Institute of CPA's where he is active within the Personal Financial Planning Division. Mr. Sullivan holds a Certified Public Accountant/Personal Financial Specialist designation and is a CERTIFIED FINANCIAL PLANNER ™ professional.
Gary received his public accounting experience at BDO Seidman, LLC, an international tax consulting and professional services firm. Gary’s investment experience was developed at AEW Capital Management (formerly Aldrich, Eastman & Waltch), as a pension fund advisor. Gary holds a B.S. degree in Accountancy from Bentley University and earned his MBA in Finance and Investments at the University of Texas, where he was a Sord Scholar.