Financial Planning Services
Sherman Wealth Management is a Registered Investment Advisory firm, creating and managing customized, wealth-building financial plans, tailored to your own unique goals, timeline, and evolving life circumstances.
We know that you're an individual, not a demographic, so we don’t just fit you into a formula or feed you into an algorithm. Whether you are considering using a financial advisor for the first time, or want the freedom and individualized attention our approach provides, you can count on us to be your advocate, guiding you every step of the way.
We believe that excellent financial service should be within reach for everyone so we work with our clients on a conflict-free, fee-only basis. Our fee-based approach to financial planning is designed to make you feel comfortable with your investment choices, strategies, and level of risk, whether you’re experienced in managing your money or just getting started.
We help our clients navigate the often-overwhelming selection of wealth solutions and financial tools and make suitable recommendations for each client's specific goals and timeline.
Contact us today so we can guide you on your path to financial independence!
Investments are offered to residents of CA, DC, FL, MD, NY & VA.