Q: What differentiates the Sherman Wealth Management client experience?
A: As a fee-only Registered Investment Advisory firm, we are fiduciaries, so we always put you first, delivering cost and tax-efficient solutions. We do not take commissions from investment vehicles, mutual funds or any other financial product. That means we work just for you—our client. Second, we keep things uncomplicated by using state-of-the-art technology and easy-to-understand language. I founded this firm to make a difference for people who may be intimidated by the complexity and seeming exclusivity of personal finance and wealth management. Third, your portfolio and plan are custom-designed and simplified for your personal specific needs and risk tolerance levels. We take a holistic approach to our clients’ financial future, incorporating both your short-and long-term goals.
Awards and Honors:
Named "Top 100 Financial Advisors" by Investopedia; featured in CNBC, MarketWatch and The Wall Street Journal; co-host, “Launch Financial,” a weekly podcast.