Sherman Wealth Management
Sherman Wealth Management
We take your success personally. Every client deserves the highest level of individualized attention, regardless of their age or the size of their financial profile. - Brad Sherman
Fee-Only financial planner serving the greater Washington D.C. area, and clients across the country
Brad Sherman is a Gaithersburg, MD fee-only financial planner serving the entire Washington D.C, Northern Virginia and Maryland region, and clients across the country. Sherman Wealth Management provides financial planning, investment management, and business planning based on Behavioral Finance principles to help young couples and entrepreneurs grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brad Sherman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brad Sherman, President, Lead Financial Advisor at Sherman Wealth Management, based in Gaithersburg, Maryland just outside of Washington, DC.
"It starts with education and empowerment to reach financial freedom"
The concepts of money and finance have been deeply rooted in Brad’s world from a very young age. Whether finding entrepreneurship in a baseball card business, buying and selling stocks at age 16 or playing competitive games of blackjack with his grandparents, Brad quickly learned how to turn a dollar into many.
As money and the stock market were always a topic of conversation at their home, Brad also got to see the less appealing side of the industry. His mom, a schoolteacher, was given much conflicting financial advice and was presented with limited options based on the biases of the financial institutions. His father, an attorney, was denied service because his wealth wasn’t “enough” for the big establishments. His immigrant grandparents (although solid competitors in a game of cards) died with very little despite their strong work ethic.
Brad received a Bachelor’s Degree in International Economics from University of Wisconsin-Madison and a Masters in Finance from American University, Kogod School of Business.
Devoted to making an impact on the community, Brad is a frequent contributor to many leading financial publications, a proud member of the Rockville and Gaithersburg Chambers of Commerce, and devotes his time to a variety of local community organizations, like The Jewish Federation, So What Else, Montgomery County Coalition for the Homeless and Wall Street Bound to raise the tide of knowledge in money management and financial education.
Brad lets his curiosity about people lead his interactions. He simply likes to relate to people, whether talking about the latest pop culture trends, fantasy baseball and football, or family adventures of raising young children. But mostly, he wants to put his clients at ease, understanding what their specific needs and concerns are and perhaps imparting a handful of financial lessons he has learned along the way.
Brad Sherman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sherman Wealth Management offers a personalized experience that ensures you are more empowered and equipped for the future.
Brad Sherman 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. Sherman Wealth Management, located in Gaithersburg, MD, is a fiduciary financial advisor, wealth manager, and fee-only, conflict-free advocate for your money, your goals, and your choices. We pride ourselves on helping young couples and entrepreneurs simplify their financial life.
Life is complicated; Your finances shouldn't be.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Brad Sherman is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Brad Sherman is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brad Sherman Named to Washingtonian’s Top Financial Advisers 2020 List
Brad Sherman is Featured in the Washingtonian as a Top Financial Adviser
Brad Sherman Named to Investopedia's 100 Top Financial Advisor List for 2020
Brad Sherman Contributes to Iris
Brad Sherman is Quoted on CNBC: "If you’re near retirement, here’s your safe harbor from market volatility"
Brad Sherman is Quoted in MarketWatch: "Fear is keeping millennials from investing"
Brad Sherman is Quoted on Business Insider: "The 13 dumbest things to do with your money in your 20s"
Brad Sherman is Quoted in ThinkAdvisor: "Going Indie? Choose Your Tech Tools Wisely"
Brad Sherman Contributed "Fact: Millennial Investors Are Fiscally Conservative" to Millennial Magazine
Brad Sherman is Quoted in the Wall Street Journal: "Voices: Brad Sherman, on Marketing to Millennials"
Brad Sherman is Featured on XYPN Radio: "Launching a Business with a Wife That Was 36 Weeks Pregnant"
Brad Sherman is Interviewed on the His & Her Money Show: "How to Have the Tough Money Talks with Your Spouse with Brad Sherman"
Sherman Wealth Management is a Member of the Gaithersburg-Germantown Chamber of Commerce
Sherman Wealth Management is a Member of the Rockville Chamber of Commerce
Contact Brad Sherman
9841 Washingtonian Blvd
Gaithersburg, MD 20878
Washington DC, DC 20005