Financial Professionals ProfilesSPONSORED CONTENT
President & Lead Financial Advisor, Sherman Wealth Management
9841 Washingtonian Blvd., Suite 200
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 intimidated by the complexity and seeming exclusivity of personal finance and wealth management.
For that reason, we are a fiduciary, fee-only Registered Investment Advisory firm, which means we put your interests ahead of our own and 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?
Our comprehensive approach incorporates both short- and long-term goals. Each financial plan and portfolio are tax- and cost-efficiently custom-designed with their own objectives and risk tolerance levels for specific client needs. With state-of-the-art technology, clients can access their financial information at their fingertips.