Sherman Wealth Management – Your Financial Concierge

Our Clients

Why settle for being treated like a demographic? Whether you’re starting small or well on your way to financial independence, we don’t squeeze you into a formula or algorithm. We tailor a customized, efficient plan to fit your goals and timeline!

Financial Planning

Does holistic, one-on-one guidance combined with Nobel Prize-winning strategies and top tech tools sound good? From goal setting, to cash flow, to investment strategies, we work with you to lay the groundwork for a lifetime of wealth-building.

Fee-Only Fiduciary

Want advice that’s in your best interest and not your broker's? We are a fee-only, conflict-free, RIA Fiduciary. That means the only compensation we receive comes from you, not from commissions and not from recommending company funds.

Smart Tech Options

Looking for a simple way to get started and track your progress? We make it easy with innovative tools that empower you and help you see at a glance if you’re on target with risk, saving, and goals, without sacrificing experienced, expert oversight.

Insights and Financial Tips from our Blog

Summer Interns: Time to Focus On Long-Term Gains

The light at the end of the tunnel is nearing for America’s summer interns. Full-time offers will be tendered, sighs of relief exhaled and paychecks cashed. Interns who receive offers will be bright-eyed with lofty visions of moonshot careers at their new place of employment. As these interns begin to accept the end of college and pivot towards the start of the rest of their lives, we strongly encourage them to start considering a long-term […]

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Donald Trump Takes a Stand on 401(k) Investments

GOP presidential nominee Donald Trump has had one of the most hectic campaigns in recent memory. He has made so many newsworthy remarks that it is hard to keep up. One day last week was particularly impressive as he made over 10 news-making assertions in under 24 hours. These included initially refusing to endorse House Speaker Paul Ryan, doubling down on his feud with Gold Star parents Khizr and Ghazala Khan and predicting that the […]

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Why Playing It Safe Could Hurt Your Retirement

A new survey from Bankrate indicates that many Americans hold quite a low view of the stock market. In answering what was the best way to invest money unneeded for at least 10 years, real estate (25%) and cash (23%) took the top spots, followed by the stock market and gold (16% each) in a tie for third. This comes on the heels of Bank of America finding that cash levels in portfolios are at […]

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Fear Keeps Millennials on Investing Sidelines

Millennials are nervous about investing. Recent surveys have shown that 70% of millennials keep their savings in cash rather than invest it in the stock market. But by not investing early on, these people in their 20s and early 30s miss out on the key advantage they have at a young age: time. Because your investment returns are compounded, the earlier you start investing the more — and longer — will the returns add up, ultimately leaving you […]

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The Conflicts of Interest Around 401(k)s

A new study in the Journal of Finance has found that conflicts of interest in 401(k) plans can lead to serious losses for individual investors. More specifically, the 2,500 funds surveyed were less likely to eliminate underperforming funds that were their own rather than another provider’s fund. This can be very costly to retirement savers. Clemens Sialm, a professor of finance at the University of Texas at Austin and one of the study’s authors, explained […]

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