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.

Sherwood Investments provides fee-only, fiduciary financial planning and investment management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services include goal setting, cash-flow and tax-aware planning, retirement and estate planning, and ongoing portfolio management and implementation. The firm emphasizes strategic asset allocation and typically builds portfolios with mutual funds, ETFs and individual bonds, managing client accounts on a discretionary basis and executing trades through an institutional custodian. It offers ongoing reviews, retirement-plan rollover guidance, and will accept written, client-imposed investment restrictions. Distinctive features include a relatively small client roster (about 41 clients) supporting roughly $84 million in assets under management and an expressed intent to limit the practice to around 50 clients, concentrating advisor attention per client. The practice is long-established (founded in 1996), operates as a fee-only fiduciary with active continuing education and professional affiliations (including membership in a fee-only advisors organization), participates in an institutional custodian program, and has a formal continuity/succession arrangement with a third party.

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.