Redefining Wealth Management

Life is Complicated. Your Finances Don’t Have to Be.

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we empower you, your finances, your life

We are changing stigmas, improving mindsets, imparting knowledge – around the concept of money and the financial industry – because we aim to empower each and every one of our clients, so that they are set up for personal success. It’s our calling. It’s why we got into this business. We do it because it’s the right thing to do.

We have a tailored approach, meeting your specific needs wherever you are along your journey.

Where are you on your journey?

EMPLOYEES WE HAVE HELPED

Business Owner

Taking your business and entrepreneurial skills to the next level…

Young Professionals

Young and hungry, getting a jumpstart on your career….

Life Transitions

Life may have thrown a curve ball your way, and you need to navigate the waters on your own….

Mid-Career Business Professionals

Life is great, but pulling you in many different directions….

Sherman Wealth Management is a fee-only, fiduciary financial planning and investment management firm located in Gaithersburg, Maryland serving those in the Washington D.C. Metropolitan Area and clients across the country

This is how we can help

I challenge the status quo, big establishment, the stigmas and resistances around finances. Because I know the emotional impact they can have on your perceptions and behaviors around money and money management.

Does financial planning and management feel overwhelming, confusing or unattainable? Do you feel that your traditional financial advisor does not have your best interest in mind?

I believe it doesn’t need to. I gently challenge you to think differently about your finances in a collaborative way, so that together we can move you closer to your financial goals.

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