About Our Financial Planning

Brad Sherman, Financial Planner

Financial Planner Brad Sherman

Brad Sherman has over a decade of experience in the financial services industry.

When he was in the first grade, he wanted to be Alex P. Keaton, the money-savvy kid played by Michael J. Fox on the sitcom, “Family Ties.” It was clear early on that he had an affinity for sound saving, investing and growing money. When Brad was seven, his grandmother gave him a dollar. He turned it into $5 then $50. Brad is thrilled by the challenge and success of helping people reach their financial goals at all stages of their lives.

He founded Sherman Wealth Management because he believes that every client deserves the highest level of individualized attention, regardless of their age or the size of their financial profile. He prides himself on being an advocate for his clients, providing a Fiduciary, fee-only service, designed to make clients feel comfortable with their investment choices and strategies.

Brad has appeared in The Wall Street Journal, Investopedia, CNBC, MarketWatch, Business Insider and more. He is also the co-host of Launch Financial, a weekly podcast.

Before founding Sherman Wealth Management, Brad built customized investment models for Equity Planning, a boutique financial planning firm and was a successful VP of Residential Mortgage at Nationwide Mortgage Services. As the Capital Markets and Sales Manager at First Madison Mortgage, Brad’s department’s successes contributed to First Madison’s inclusion in Inc. Magazine’s 5000 Fastest Growing Companies List in 2006. Brad earned a B.S. in International Economics from the University of Wisconsin-Madison and, while earning his Masters of Science in Finance from American University, was the Portfolio Manager of the Student Managed Endowment Fund.

These experiences give Brad the expertise needed to work with the wide range of clients Sherman Wealth services. Brad knows and in most cases has experienced the issues that many face, whether it’s paying off student debt, saving up to buy a house, getting started planning for retirement, starting a family and more.

Brad lives in Rockville, Maryland, where he grew up and has lived all his life. He has a very strong connection in the community, where he regularly participates in a variety of organizations including the Jewish Federation of Greater Washington, The Rockville Chamber of Commerce, and serving as the treasurer on the board of The Silicon Alley Foundation. He enjoys football, both fantasy and real; baseball, especially his beloved Nats; and spending time with his two children.

 

Dan Ebinger, Chartered Financial Analyst

Dan joined Sherman Wealth Management in March of 2017 and will be bringing his in-depth research skills to our individualized investment strategies and models, as well as a passion for solving problems and helping others.

Dan has nearly a decade of experience and expertise in both financial planning and portfolio management. He has a strong commitment to the fiduciary obligation to recommend only what is best for the client, not what may be profitable for the advisor.

In addition to staying abreast of how financial trends and factors that may affect how our clients want to approach their own planning, Dan will oversee our user-friendly comprehensive client interface and planning tools, tailored to each client’s customized plan and portfolio. He is excited about joining Brad in challenging the financial planning status quo by providing clients with financial advice and analysis that is not only expert and customized, but also thoughtful, compassionate, and client-centric.

A Chartered Financial Analyst (CFA) with a Bachelor of Business Administration in Finance from Belmont University, Dan will also be overseeing the important areas of compliance and operations, as well as day-to-day activities at Sherman Wealth.

Dan, who is originally from Frederick, worked for investment firms in Nashville and Hartford before coming home to the Washington area. He now enjoys living near Annapolis with his wife Christie and his twin daughters, Mollie and Mackenzie.