A complete list of active advisors currently associated with Sherrill & Hutchins Financial Advisory Inc

Warmer can help you find a great advisor at Sherrill & Hutchins Financial Advisory Inc or one who fits your needs even better.

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 offers ongoing wealth management, standalone financial planning, retirement plan advisory and estate distribution services for clients and fiduciaries. Portfolios are managed to client‑specific Investment Guidelines developed from a Financial Profile, and the firm primarily implements strategies using diversified no‑load mutual funds and ETFs with periodic rebalancing and model portfolios for participant‑directed plans. SHFA supplements its internal work with third‑party consulting and offers the ability to manage held‑away accounts (401(k), 403(b), 529 plans) via a third‑party order management platform. One notable practice at the firm is that, while it does not use margin as an investment strategy, clients may elect to borrow against their portfolios and fees for margin accounts are charged on the gross market value of assets (not net of margin), a feature the brochure states can create a potential conflict of interest. The firm also documents estate distribution support for client deaths and provides ERISA‑facing retirement plan services, distinguishing its service set from many peers.

To learn more about the advisors currently working at Sherrill & Hutchins Financial Advisory Inc, 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.