A complete list of active advisors currently associated with Sherman Financial

Warmer can help you find a great advisor at Sherman Financial or one who fits your needs even better.

Sherman Financial is a fee-only independent advisory firm that provides financial planning and investment advice to individuals, families, trusts, nonprofit organizations, and businesses. Services include comprehensive financial planning across retirement, estate, tax planning (tax preparation is provided through an affiliated accounting business), investment analysis, and periodic reviews. The firm favors strategic asset allocation and predominantly passive investment strategies with periodic rebalancing, and uses methods such as fundamental, technical and cyclical analysis as well as tax-loss harvesting; recommendations commonly include no-load mutual funds, index funds, ETFs and, when appropriate, individual stocks and bonds. Sherman Financial does not take discretionary trading authority or custody of client assets, so clients retain implementation responsibility and receive account statements directly from custodians. Distinctive features include an affiliation with an accounting and tax-preparation business, Sherman Business Services LLC, to which the firm’s owner devotes part-time hours and which may be recommended to clients (use is voluntary). The firm also does not provide portfolio management for individuals and does not charge percentage-of-assets-under-management fees, instead billing on an hourly or agreed annual-fee basis.

To learn more about the advisors currently working at Sherman Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.