Brad Sherman Named to Washingtonian’s Top Financial Advisers 2020 List

Brad Sherman has been named one of the best fee-only financial planners in the Washington, DC area by Washingtonian Magazine! Every 1-2 years, Washingtonian Magazine publishes a list of the Washington, DC metro region’s top financial professionals.  To create the list, the editors of Washingtonian survey hundreds of individuals in the local financial services industry, asking whom they would trust with their money.  After conducting their own research, the editors finalize their list based on the professionals who receive the strongest recommendations. This year’s list is currently on newsstands in the December issue of Washingtonian. It’s a great honor to be recognized as one of the top advisors in the region, and to be included among other highly qualified colleagues.  As fee-only fiduciaries, we remain committed to providing comprehensive financial planning and investment management for individuals, couples, businesses and non-profit services in the D.C. metropolitan area and across the country.  To view a complete list of Washingtonian’s Best Financial Advisers 2020, check out the magazine. The online edition will be available soon. Award Criteria: The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award. The 2024 award was published in January 2024. The 2023 award was published in January 2023. The 2022 award was published in March 2022. The 2021 award was published in January 2021.

Fee-only advisers include certified financial planners who do not accept commissions or referral fees. To arrive at the names of the area’s 201 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations.