Sheridan Wealth Management is an independent wealth management firm founded on the principle of providing conflict-free, client-centered financial advice. As a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary, the firm specializes in creating personalized financial plans that encompass retirement planning, investment management, tax strategies, and estate planning. Their mission is to serve as a trusted partner, helping clients navigate complex financial decisions to achieve their long-term goals and secure their family's future.

Founded in

United States