240-428-1622 | info@shermanwealth.com

Company News

Financial Planning Information

Sherman Wealth Management provides you with relevant financial planning information to give you the resources you need to make informed choices. Read through our posts below and contact us to set up a free call for more information on creating a custom financial plan.

June 20, 2018

Introducing Beers with Brad

We have hosted two very successful Beers with Brad financial literacy seminars in Gaithersburg, Maryland at Launch Workplaces.  We’ve had terrific beer from great local breweries around Maryland. I think when you’re able to relax and have a beer, hear what everyone else is thinking about financially and truly see that you are not alone […]
October 30, 2015

Robo Advisors vs Traditional Advisors: Beyond the Red Pill and the Blue Pill

When you hear the words Robo Advisors, what do you think of…? The Matrix? And does Financial Advisor conjure up a swaggering DiCaprio in The Wolf of Wall Street? Or maybe someone in a Brooks Brothers suit, describing products you barely understand? If you said yes to either, you’re not alone. One common fear about […]
May 1, 2014

Wishing you a Happy Birthday

We are excited to be celebrating our one-year anniversary this week, and even more excited to share these custom-designed birthday cards we made for our clients. Coming to a mailbox near you…