Founded by Brad Sherman, Sherman Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm. The company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. They specialize in providing comprehensive financial planning and investment management services tailored to individuals, families, and business owners, with a focus on areas such as retirement planning, estate planning, and wealth accumulation.

Founded in

United States