A complete list of active advisors currently associated with The Sherrington Group

Warmer can help you find a great advisor at The Sherrington Group or one who fits your needs even better.

The Sherrington Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm manages roughly $90.9 million in advisory assets through a small advisory team and delivers written financial plans and periodic investment and tax-related reporting to clients. Investment advice is built around modern portfolio theory with a primarily long-term, buy-and-hold orientation, diversified across asset classes and a maintained recommended list of mutual funds and sub‑advisors. The firm manages client accounts on a non‑discretionary basis—requiring client approval before executing trades—and maintains a limited power of attorney solely to effect trades with that approval. What distinguishes the firm from many peers is its non‑discretionary model combined with an affiliation with an accounting practice; the principal dedicates approximately half of their time to each business and the two firms may refer clients to one another. The firm also operates an internal investment committee that meets twice monthly and oversees a recommended roster of roughly 40 funds and sub‑advisors spanning about 16 asset classes.

To learn more about the advisors currently working at The Sherrington Group, 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.