Brad Sherman, President
Q What differentiates the Sherman Wealth Management client experience?
A As a fee-only Registered Investment Advisory firm, we are fiduciaries. We always put you first, delivering cost and tax-efficient solutions. We do not take commissions from investment vehicles, mutual funds or any other financial product, meaning we work just for you. We keep things uncomplicated by using state-of-the-art technology and understandable language making a difference for people who may be intimidated by the complexity and seeming exclusivity of personal finance and wealth management. We take a custom holistic approach to our clients’ financial future, incorporating short and long-term goals.
Awards & Honors
Named “Top Financial Advisor 2022” by Washingtonian Magazine; Named “Top 100 Financial Advisor 2023” by Investopedia; Named “Top Financial Professional 2022” by Bethesda Magazine; featured in CNBC, MarketWatch and The Wall Street Journal; co-host, “Launch Financial,” a weekly podcast.
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