We take your success
personally

Our Commitment

I founded Sherman Wealth Management because I believe you deserve the highest level of individualized attention, regardless of the size of your financial profile. Not a one-size-fits-all or an algorithm-driven plan, but a plan that works for you.

As a fiduciary, fee-only, conflict-free advisory, I have sworn to only recommend investment choices that work best for you, not “good enough” ones that offer me sales commissions.

And, unlike big investment firms that are more concerned about shareholder value than your value, my single goal is for you to feel comfortable about your investment choices and strategies, and confident about your future.

Where are you in your journey?

Young Professionals

You’re building your career, receiving stock in your company— - and maybe even starting a family— - and it’s time to get serious about your finances.

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Senior Executives

You’re in the midst of a successful career as an executive or partner and want to be proactive about investing, understanding RSUs, and keeping more of your building wealth.

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Small Business Owners

You have a lot on your plate and need advice on benefits, business finances, tax brackets, and reinvesting into your business.

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Pre-Retirees

You’re close to retirement and need a financial advisor who can provide guidance on how to thrive during – and after –- this transition.

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Teachers

Benefits meetings for teachers can be confusing. Get conflict-free advice and understand your retirement options, regardless of your level of wealth.

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Marital Transition

Your marriage status has changed, or is about to change, and you want to navigate this transition with minimal stress and loss.

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Our Services

Financial Planning

Want a complete approach to financial planning incorporating all aspects of your financial life? We have on-going conversations about the milestones you’re foreseeing – whether it’s marriage, children, career change, or retirement – and create strategies to help you prepare for every step of the way.

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Investment Planning

As a Fiduciary, fee-only, conflict-free advisory, we work with you to create a strategy that works for and with you to meet your investment goals, all while considering how much risk is right for you. We’ll never steer you toward investments because they put money in our pocket.

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Business Planning

Let Sherman Wealth Management make it easier for you to offer and administer 401(k) plans. Our solution removes traditional friction points with a seamless plan design, automated onboarding, streamlined administration, and flexible investment strategies, all at competitive pricing.

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Tax Planning

Make sure you haven’t overlooked tax planning as an important part of building your wealth. We help you review the tax implications of all your financial decisions, including the types of retirement plans available to you and the capital gains you can incur.

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Retirement Planning

Regardless of where you are in your journey, we work with you to create a personalized retirement plan that outlines when you’ll be able to retire and the income and assets that will support you. We also help you maximize your contributions while minimizing your taxes.

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Estate Planning

You want the peace of mind that comes with knowing you’ve indicated how you want your assets distributed to your loved ones and charities. Should you become incapacitated, we’ll help you designate someone you trust to make your medical and financial decisions.

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How Risky Are Your Investments?

Are You Invested Right?

Take our Risk Assessment to understand your natural inclination toward risk and we’ll tell you if your current portfolio is right for you, or if we need to make adjustments to better fit your personality and expectations.

 

Find My Risk Number

Simplify Your Financial Life.

Make it easy to budget, track investments, and keep your financial life organized. Our app puts it all in one place so you can stay up-to-date all the time and feel secure in your plan.

See How

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