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Frequently Asked Questions
At Sherman Wealth, comprehensive financial planning means simplifying your financial life. We have built our firm to meet you wherever you are, help you every step of the way, and quarterback your financial journey.
We built Sherman Wealth to serve those who are uneducated about their finances. We don’t believe in jargon or big-establishment. We combine personalized attention and technology to customize solutions to any and all financial situations. Over the years, we have strategically built our network to successfully and seamlessly simplify your financial life. And, unlike big investment firms that are more concerned about shareholder value than your value, our single goal is for you to feel comfortable about your investment choices and strategies, and confident about your future.
As a fiduciary, fee-only, conflict-free advisory, we have sworn to only recommend investment choices that work best for you, not “good enough” ones that offer us sales commissions.
No, Sherman Wealth offers a complimentary 30-minute introductory meeting. We find value in getting to know each other before we seek a mutual commitment. Schedule your appointment now.
We are very happy to meet with clients in person but given the current climate, we are currently meeting with our clients virtually. Sherman Wealth’s systems and state-of-the-art technology allow us to seamlessly communicate with our clients through video calls, phone calls, texting, and our client portal software. With this accessibility, we can easily have powerful and actionable conversations about your finances via phone and video-calls, without requiring you to leave your home or office, thus simplifying your life.
Download our pre-meeting checklist here. This checklist will help guide your first introductory conversation with Brad.
No, at Sherman Wealth there is no asset minimum. We believe financial literacy and education should be accessible to all, regardless of the amount of your investable assets. We prioritize financial relationships and helping you improve every aspect of your financial life.