A clear vision that aligns with your values.
Joe Sullivan’s financial journey began at age 13 when he started earning extra income by providing cleaning services for businesses. His background in tax, accounting, and financial planning gives him the insight and ingenuity required to manage far-reaching wealth. He understands and appreciates the hard work you’ve put into building a career, family, and legacy, and our approach honors your efforts while guiding you through complex financial endeavors.
Navigate the transition to the next generation.
We're happy to meet with you in person, online, or over the phone. We also want to make time to meet with your children. Giving them specialized guidance is essential to helping them understand the complexities of managing wealth, so your legacy endures.
Joseph Sullivan, CPA
Executive Wealth Consultant
Joe Sullivan has been meeting the needs of individual and corporate clients for more than 25 years. He has received many awards and accolades over his career; however, he gets most of his satisfaction from serving his clients. Joe is a licensed Certified Public Accountant and has vast professional experience in retirement and investment planning. In addition to being a CPA, he is FINRA Licensed (Series 7, 65, 6 and 63) and a Registered Representative in multiple states enabling him to provide you with a variety of investment and insurance products. Joe holds a Bachelor's Degree in Accounting from LaSalle University, where he later earned his M.B.A. while serving as an adjunct professor.
Joe is dedicated to developing lasting relationships with his clients. He is available to help you assess your financial goals and participate in the management of your finances.
One of the benefits of working with Joe is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that you and Joe develop will provide a roadmap for working toward a more secure financial future.
Joe credits his parents with teaching him what it takes to work hard, make money, and the uncommon wisdom to retain it. He and his wife, Carol, have been blessed with two children, Liam and Jacqueline, whom he hopes to teach to love always, seize opportunity when they can, and fight if they must. An avid outdoorsman, when not in the office, you'll find Joe in the forest.
Carol Sullivan
Client Service Specialist
Carol Sullivan has been married to Joe for over 21 years, and has been a key contributor to the company’s success since 2017. She uses her administrative and organizational skills to provide our clients with exceptional service.
Carol grew up in Princeton, NJ and moved to Yardley in the late 1990’s. She is a graduate of Lafayette College. Her varied work history includes being a teacher, a corporate trainer and training manager, and a registered nurse.
In addition to helping out at Orion Wealth Consultants, she is busy volunteering at her church and with all the activities of her and Joe’s two children, Liam and Jacqueline.
