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
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Business owner

Taking your business and entrepreneurial skills to the next level…
This is me

Young Professionals

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

Life Transitions

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

Mid-Career Business Professionals

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

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

Financial Planning

Our process starts with you. We meet you where you are, whatever your unique circumstance. We do a deep dive to uncover all behavioral biases and financial indicators and influencers. Then, together, we design a plan that’s right for you today and where you want to be in the future.

Investment Management

The key to successful, long-term investing is a well-diversified, customized portfolio that focuses on tax efficiency, cost-effectiveness and risk management. We create and manage investment models tailored to your goals, timelines and evolving life circumstances to help your money grow in ways you feel comfortable.

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 conflict-free matter, so that together we can move you closer to your financial goals.

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