Warner Wealth Acquires K D Sullivan Wealth Strategies, Expanding Strategic Footprint

MADISON, Conn. – Nov. 17, 2025 – Warner Wealth (www.warnerwm.com), a valued wealth management firm, today announced the acquisition of K D Sullivan Wealth Strategies (www.kdsullivanwealthstrategies.com), the financial advisory practice of Kevin R. Sullivan, AIF®. The acquisition, finalized on November 14, 2025, merges Mr. Sullivan's practice with Warner Wealth. Terms of the transaction were not made public. This strategic move provides clients of K D Sullivan Wealth Strategies with immediate access to Warner Wealth's comprehensive, in-house suite of services, including specialized support in Medicare, full-service tax planning and preparation, and advanced financial planning.

This expansion into the Maine, New York and Carolina markets, is an important step in Warner Wealth’s strategic plan to provide professional, holistic financial services throughout New England. By integrating Mr. Sullivan's three decades of experience, Warner Wealth strengthens its regional presence and deepens its expertise, particularly in serving the physician community. "We are thrilled to welcome Kevin and his clients into the Warner Wealth family," said James Warner, Warner Wealth CEO and Lead Wealth Advisor. "Kevin has built an incredible practice. This merger is a perfect strategic fit that not only expands our New England footprint but also adds a wealth of knowledge to our team, ultimately benefiting all of our clients."

With Kevin comes a dynamic blend of experience, leadership, and genuine client-centered culture that will elevate the Warner Wealth team. His approach aligns with everything valued at Warner Wealth---thoughtful planning and clear communication.

"Kevin fits our culture, adds to our momentum, and he’s exactly the kind of advisor who makes Warner Wealth even better. We are thrilled to welcome Kevin and his clients into the Warner Wealth family," said James Warner.

"Joining Warner Wealth is an exciting chapter for me and my clients," said Kevin Sullivan, AIF®. "I have always been committed to providing clear, actionable financial strategies. By merging with Warner Wealth, my clients now gain seamless access to a powerhouse of resources, including sophisticated tax and Medicare planning, which will significantly enhance the value we can provide. I look forward to our future together."

Kevin Sullivan has more than 30 years of experience helping clients pursue clarity and confidence in their financial futures. As the founder of K D Sullivan Wealth Strategies and host of the Physician Wealth Meds podcast, he has become a voice for professionals navigating the complexities of wealth management.

About Warner Wealth

Warner Wealth (www.warnerwm.com) is a leading wealth management firm, and was recognized by Inc. Magazine as one of the fastest growing private companies in the United States (Inc. 5000 2024). The firm provides comprehensive financial planning, investment management, tax, and insurance solutions. With a client-first philosophy, the firm serves individuals, families, and professionals across New England, helping them pursue financial clarity and confidence.

James Warner is part of LPL’s Summit Level, which means he is in the top 1% of over 30,000 advisors at LPL. He is also on the Forbes Best-In-State Wealth Advisors list for 2024 and 2025.

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

**Professionals associated with Warner Wealth may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Warner Wealth, a registered investment advisor; or (2) solely tax professionals of Warner Allred Tax Solutions, and not affiliated with LPL Financial. Tax related services offered through Warner Allred Tax Solutions DBA Warner Wealth. Warner Allred Tax Solutions is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services. Warner Wealth and DBA Warner Wealth are separate entities from LPL Financial.

***Inc. 5000, is an annual ranking of the fastest-growing private companies in the U.S. The list ranks companies based on three years of annual revenue growth supported by firm financial statements and tax returns. To be eligible for the Inc. 5000, a company must: be privately held, for profit, and independent (not a subsidiary or a division of another company), have been founded and generating revenue as of March 31, 2020, have generated a minimum of $100,000 in revenue in 2020, have generated a minimum of $2 million in revenue in 2023

****LPL Summit Level Achievement is based on annual production among LPL-affiliated investment programs only. Not all 28,000 advisors are ranked.

*****Check the background of Accredited Investment Fiduciary (AIF) associated with this site on https://www.finra.org/investor...

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a registered investment advisor and separate entity from LPL Financial.