Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Mark S

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Mark Sheerin is a CFP® professional with 10 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc. since 2016. He is based in Atlanta, GA, and is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm focuses on client-specific investment guidelines using diversified no-load mutual funds and ETFs, and offers services such as ongoing wealth management, retirement plan advisory, and estate distribution support.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Theodore N

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Jessica S

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Jessica Sherrill is a CFP® with 18 years of industry experience and has been with Sherrill & Hutchins Financial Advisory Inc. in Atlanta, GA for 10 years. She is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines and primarily implements strategies through diversified no-load mutual funds and ETFs, offering a range of wealth management and retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Robert C

Series 65

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Robert Cramer is a financial advisor at Sherrill & Hutchins Financial Advisory Inc. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Sherrill & Hutchins, he worked at Anduril Industries for four years and the Central Intelligence Agency for six years. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios based on client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs with periodic rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

William H

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

William Hutchins III is a Certified Financial Planner® with 15 years of experience in the financial services industry. He has been with Sherrill & Hutchins Financial Advisory, Inc. since 2012. Outside of his advisory role, he is a member of The Garden Of, LLC, a long-term rental property management business. Sherrill & Hutchins Financial Advisory provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm employs client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, offering a range of wealth management and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Kaitlin T

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Kaitlin Theobald is a CFP® professional with seven years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, including a team role since 2024. Sherrill & Hutchins provides financial planning and discretionary portfolio management services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios according to client-specific Investment Guidelines, primarily using diversified no-load mutual funds and ETFs with periodic rebalancing and model portfolios for participant-directed plans.

Wealth management Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")