Brad Sherman, President, Lead Financial Advisor
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.
Robert Hewitt, CFP®, Financial Planner
Robert Hewitt (Bobby) has worked in the financial services industry since 2011. He has worked in a variety of capacities during his tenure, primarily focused in comprehensive financial planning for high net worth individuals, businesses, and corporate executives of Fortune 1000 companies.
He started his career in the industry as a paraplanner for a CERTIFIED FINANCIAL PLANNER™ and was responsible for asset allocation, data analysis, and due diligence. He then moved on to a role as an associate adviser supporting an adviser who focused on the 401(k) plan market. His most recent position prior to joining Sherman Wealth Management was as a planning assistant to an adviser specializing in financial planning for high net worth individuals, corporate executive, and qualified plans with assets exceeding $20MM.
He moved to Sherman Wealth Management to work as a fee-only Fiduciary advisor in an effort to provide the best possible service experience to existing clients and the marketplace as a whole. Bobby specializes in all aspects of comprehensive holistic financial planning, portfolio design and due diligence, and investment management.
These experiences have provided Bobby with broad experience across the financial services marketplace and position him to assist the wide array of clients Sherman Wealth Management services.
Bobby attended Washington College in Chestertown, Maryland and graduated with a degree in Economics. He obtained the CERTIFIED FINANCIAL PLANNER™ designation in November 2014.
Bobby lives in Ellicott City, Maryland with his wife, daughter, and dog. During his time off he enjoys spending time with family, taking his dog to the park, and enjoying a variety of sporting events.