Life is complicated; Your Finances don't have to be. We're helping young couples and entrepreneurs simplify their financial life. As a fee-only, Fiduciary financial advisor and President of Sherman Wealth, I provide each of my clients with a full range of holistic, customized financial planning services and wealth management tools that are transparent, realistic, and tailored to each client’s unique vision for their own future and short and long-term financial goals.I advocate exclusively for my clients - whether they are millennials who are just getting started building their financial futures; young professionals growing their lives and their wealth; or successful professionals preparing for retirement, changing careers or marital status, or planning their legacy or estate - providing fee-only, conflict-free guidance to make sure their money is working for them, not for broker commissions or brokerage house shareholders.A frequent public speaker and podcast guest and media contributor to such publications as The Wall Street Journal, CNBC, MarketWatch, Business Insider, and Investopedia, I am also the co-host of Launch Financial, a weekly podcast.Before founding Sherman Wealth Management, I built customized investment models for Equity Planning, a boutique financial services firm. I was a Vice President of Residential Lending at Nationwide Mortgage Services, setting new records for loan and revenue volume. And before that, as Manager of Capital Markets & Sales at First Madison Mortgage, I contributed to First Madison being featured in Inc. Magazine’s 5000 Fastest Growing Companies List.I have a BA in International Economics from the University of Wisconsin-Madison, and MSF in Finance from American University’s Kogod School of Business, where I was the Investment Fund Portfolio Manager for my Student Managed Investment Fund class, growing it significantly and outpacing risk/return targets.Sherman Wealth Management is a Registered Investment Advisor. Please see our website for full disclosures: www.shermanwealth.com
Listed skills include Financial Services, Financial Planning, Financial Analysis, Financial Risk Management, and 42 others.
