Patrick Sullivan, CBC, CfP® , JD, PPC


(317) 441-5844

(833) 479-4460


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 from Indiana University's Robert H McKinney School of Law.

Patrick began his career as an attorney representing clients in both trial and appellate practice. His experience included litigating cases from both plaintiff’s and defendant’s perspectives. However, he was not satisfied with his role pursuing his client’s interests after problems had arisen and instead wanted to help people avoid litigation and problems before they arose. 

In pursuit of this goal, Patrick obtained designations as a Certified Financial Planning PractitionerTM, a Professional Plan ConsultantTM, a Chartered Benefits Consultant, and is a licensed agent for life, health, disability, and long-term care insurance.

With these certifications and specializations, Patrick expanded his practice beyond law to provide more comprehensive advice to his clients. While serving as a financial planner, Patrick realized that most financial professionals either did not offer full service planning or made it price prohibitive.

Patrick created Foundational Financial Advisors, LLC to address the need for full-service financial planning in the modern technological age. Too often financial firms are either too tech focused that they lose the ability to treat their clients as individuals or are managed by advisors who cannot perform the simplest technological tasks on their own. Many tech companies do not provide full-service, and many full-service companies cannot leverage technology to be cost efficient.  Drawing upon the best of both worlds, Patrick created a firm that blends the efficiencies of technology into the comprehensive, customized world of full-service advice. 

In addition to managing Foundational Financial Advisors, LLC, Patrick has served in various leadership capacities, including serving on the Echelon Board of the Salvation Army. 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. 

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to using finance to better our community.

At our firm, we have the client—and only the client—in mind.

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

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.

Contact Us