A complete list of active advisors currently associated with The Sherry Group, Inc.

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

The Sherry Group, Inc. provides comprehensive asset management and financial planning to individuals, trusts, retirement plans, and other entities, serving about 203 client households and managing roughly $130 million in client assets. Its services include portfolio management and monitoring, retirement plan consulting, financial planning, and access to third‑party model portfolios and insurance and brokerage products. The firm emphasizes tailored asset allocation and a mix of fundamental, technical, and cyclical analysis to build individualized portfolios, and it monitors accounts on an ongoing basis; while TSGI can operate on a non‑discretionary basis, it reports that the assets it manages are currently under discretionary authority. It also provides rollover recommendations and retirement‑plan advice under a fiduciary standard and offers access to externally managed model programs as part of its implementation options. Notable differences from many peers include its use of the Folio Institutional platform and Model Manager Exchange (including Ready‑to‑Go portfolios and a “window trading” execution model), which can involve separate platform fees in addition to advisory fees. The firm’s advisors are also registered representatives of an unaffiliated broker‑dealer and licensed insurance agents—so clients may encounter both advisory fees and transactional or commission‑based compensation—and the firm discloses payment to outside solicitors for client referrals and operational use of AI tools for administrative and client‑service tasks (not for investment selection).

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