A complete list of active advisors currently associated with Sherwood Investments

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

The firm provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. It is a fee‑only fiduciary that manages approximately $84 million in client assets for 41 clients and bills advisory fees as a percentage of assets under management. The firm’s investment process emphasizes asset allocation and careful security selection, deploying mutual funds, ETFs and individual bonds through Charles Schwab Institutional as custodian. It does not accept commissions and offers comprehensive planning services (cash‑flow, tax, retirement, estate and insurance reviews); when monitoring employer retirement accounts or annuities on a non‑discretionary basis, clients are asked to provide periodic account statements. Distinctive features include a small, boutique solo‑advisor structure with a relatively high asset‑per‑client ratio and formal continuity arrangements — an external associate from Edelman Financial Engines designated for immediate continuity and a succession agreement with Viridian Advisors for longer‑term transition planning. The firm also does not vote proxies on client securities (clients retain voting authority) and discloses membership in NAPFA along with ongoing continuing‑education and media activities as part of its professional profile.

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