Patrick Sullivan, CBC, CfP® , JD, PPC
President
patrick@foundationalfinancial.com
Patrick M. Sullivan, President of Foundational Financial Advisors, LLC, graduated from Georgetown University with a Bachelor's degree in Finance and International Business. He then graduated from Indiana University's Robert H McKinney School of Law. Patick then completed a Certificate Program at Northwestern University in financial planning. Patrick next obtained designations as a Certified Financial Planning PractitionerTM, a Professional Plan ConsultantTM, a Chartered Benefits Consultant, and as an agent for life, health, disability, and long-term care insurance.
Patrick currently serves on the Governance Committee for the Board of Trustees of the Brebeuf Jesuit Preparatory School and he previously has served as an Alumni Board member and lacrosse coach for the school as well. Patrick has previously served in various other leadership capacities, including serving on the Finance Committee and Echelon Board of the Salvation Army of Indiana.
Patrick writes on financial and legal matters; he has been featured and quoted in the Indiana Lawyer. Patrick also loves speaking to adults and youth on the subject of financial planning and financial literacy. He regularly lectures for the National Business Institute and was recognized as their 2023 Outstanding Lecturer of the Year. Patrick has lectured on the following legal, financial and other topics:
Event Date |
| Event Title |
12/28/2022 |
| Advanced Estate Administration: An Indiana Guide |
Topic 1 |
| Beneficiary Disputes, Will and Trust Contests, Probate Litigation |
Topic 2 |
| Legal Ethics in Estate Administration |
| ||
6/8/2023 |
| Mini MBA in a Day: Essentials for Attorneys |
Topic 1 |
| Business Planning, Valuation, Market Analysis |
Topic 2 |
| Management and Governance Best Practices |
| ||
6/12/2023 |
| Indiana Probate Process: In 7 Simple Steps |
Topic 1 |
| Resolving Disputes and Navigating Probate Litigation |
| ||
12/15/2023 |
| Advanced Business Contracts: Secrets Only the Top Attorneys Know |
Topic 1 |
| Sophisticated Negotiation Strategies: Secrets Only the Great Lawyers Know |
Topic 2 |
| Complex Contract Dispute Issues and Remedies |
| ||
3/22/2024 |
| Contract Drafting: Controlling Risk in 2024 |
Topic 1 |
| Critical Contract Law and Practice Updates 2024 |
Topic 2 |
| Client Consultation, Early Risk Assessment, and Due Diligence |
| ||
10/8/2024 |
| Drafting Legal Opinion Letters for Business Clients |
Topic 1 |
| Conduction Due Diligence and Legal Research |
Topic 2 |
| Avoiding Top Mistakes |
| ||
3/7/2025 |
| Indiana Business Drafting Essentials |
Topic 1 |
| Operating and Partnership Agreements |
Topic 2 |
| Asset Purchase Agreements |
| ||
3/25/2025 |
| Indiana Probate Process Start to Finish |
Topic 1 |
| Final Accounting and Closing the Estate |
8/13/2025 |
| Top 10 Mistakes in Business Contracts |
Topic 1 |
| Indemnification and Liquidated Damages |
Topic 2 |
| Ethics for the Transactional Attorney |
10/10/2025 |
| Indiana Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make |
Topic 1 |
| Planning for IRAs in Light of the SECURE Act and SECURE 2.0 |
Topic 2 |
| Reviewing Estate Planning Documents and Old Trusts |
11/24/2025 |
| Inherited IRAs: Tax Issues and Planning |
Topic 1 |
| Designing and Managing Inherited IRAs |
Topic 2 |
| IRA Trusts: Conduit vs. Accumulation |
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
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.