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President, Sherman Wealth Management, LLC
9841 Washingtonian Blvd., Suite 247
Awards and Honors
Investopedia, “Top 100 Financial Advisors,”; featured in CNBC, MarketWatch and The Wall Street Journal; co-host, “Launch Financial,” a weekly podcast
What made you want to become a professional advisor?
There are real barriers and hidden costs to conflict-free wealth management confronting all but the ultra-wealthy. I wanted to make a difference for people who may be intimidated by the complexity and seeming exclusivity of personal finance and wealth management.
For that reason, we are a fee-only Registered Investment Advisory firm, which means we do not take commissions from investment vehicles, mutual funds or any other financial product. We do not work for anyone but you—our client.
What makes your client experience unique?
We want to make complicated situations as simple as possible by using
technology and easy-to-understand language. We take a holistic approach to our clients’ financial future, incorporating both short- and long-term goals. Each portfolio and plan is custom designed.
As fiduciaries, we put you first by delivering cost-efficient, tax-efficient solutions to help you accomplish your goals.
Sherman Wealth Management LLC is a registered investment advisor.
Please visit our website www.shermanwealth.com for important disclosures.