Brad Sherman

Personal Finance, Retirement, Investing
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“Brad is a financial advisor who helps clients achieve financial independence, understand difficult financial tradeoffs and build, manage, and preserve wealth.”
Firm:

Sherman Wealth Management

Job Title:

President

Biography:

Sherman Wealth Management provides clients with a full range of customized financial services designed to help each client pursue their own unique long-term financial goals. We enjoy serving a wide-range of clients, from young first-timers who are just getting started with investing and financial planning, to experienced savers, to high-net worth investors who are well on their way to financial independence.

What our clients all have in common is that they all appreciate the focus on their own individual goals and best interests that we guarantee as a boutique, independent, fee-only fiduciary.

We know that each of our clients is unique. That gives us the opportunity to create individual strategies and plans that are uniquely suited to each of our clients, not just a cookie-cutter plan based on age, income, or broadly assessed risk tolerance.

Our clients have busy lives so they appreciate not only the service we provide and the value we bring, but also our strategic integration of efficient technology that streamlines getting started, learning about smart choices, and tracking progress.

Education:

BS, International Economics, University of Wisconsin-Madison
MSF, Finance, American University

Fee Structure:

Fee-Only

CRD Number:

5908754

All Articles
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Most Helpful
September 2016
    Choosing an Advisor, Retirement Plans
July 2016
    401(k), Retirement Plans
November 2016
    Asset Allocation, Financial Planning, Investing
January 2017
    Asset Allocation, Choosing an Advisor, Financial Planning
March 2017
    Choosing an Advisor, Financial Planning, Marriage / Divorce

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