A complete list of active advisors currently associated with Sherwood Financial Management

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

Sherwood Financial Management is a small independent advisory firm that provides financial planning and investment management to individual and high‑net‑worth clients, reporting about $23.9 million in regulatory assets under management and a limited client roster. Its services include comprehensive financial planning delivered on ongoing, project‑based, or hourly bases and continuous investment oversight under written advisory agreements. The firm’s investment approach emphasizes passive management and modern portfolio theory, constructing model portfolios from broadly diversified index ETFs alongside selected actively managed mutual funds and other ETFs. Allocations and strategies are tailored to each client’s objectives and risk profile, and while the firm provides continuous advice and oversight it generally operates in a non‑discretionary capacity; third‑party outside managers recommended or used by the firm may, in contrast, be granted discretionary trading authority. What is distinctive about this adviser is its predominately non‑discretionary AUM, a structure that is uncommon among independent firms and leaves trade execution control with clients rather than the advisor. The firm also combines a very small client base relative to its AUM—resulting in high AUM per client—with targeted ongoing planning (often focused on near‑retirement implementation) and coordination with outside managers for model portfolio execution.

To learn more about the advisors currently working at Sherwood Financial Management, 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.