Brad Sherman

Sherman Wealth Management

President

Brad Sherman

Sherman Wealth Management

President

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 planninginvestment management, and retirement planning based on Behavioral Finance principles to help clients 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

Sherman Wealth Management, based in Gaithersburg, Maryland just outside of Washington, DC, was founded by Brad Sherman, President and Lead Financial Advisor.


Brad has over a decade of experience in the financial services industry. When he was in first grade, he wanted to be Alex P. Keaton, the money-savvy kid played by Michael J. Fox on the show “Family Ties”. It was clear early on that he had an affinity for sound saving, investing and growing money. When Brad was seven, his grandmother gave him a dollar. He turned it into $5 then $50. Brad is thrilled by the challenge and success of helping people reach their financial goals in all stages of their lives.

He 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. “Every client of Sherman Wealth Management receives an individual plan based on the open lines of communication we have – we discuss everything in regard to the client’s present situation and future goals, and we create a plan that works,” noted Sherman. Brad prides himself on being an advocate for his clients, providing a Fiduciary, fee-only service, designed to make clients feel comfortable with their investment choices and strategies.

Brad has appeared in many notable publications and media outlets, including The Wall Street Journal, Investopedia, CNBC, MarketWatch, Business Insider and more. He is also the co-host of Launch Financial, a weekly podcast.

These experiences gave Brad the expertise needed to work with the wide range of clients with Sherman Wealth Management services. Brad knows, and in most cases, has experienced the issues that many face – whether it’s paying off student debt, saving up to purchase a home, getting started planning for retirement, starting a family and more.

Brad still resides in Rockville, Maryland, where he was born and raised. He has a very strong connection in the community, where he regularly participates in a variety of organizations including the Jewish Federation of Greater Washington and The Rockville Chamber of Commerce. He also serves as the treasurer on the board of The Silicon Alley Foundation. He enjoys both fantasy and real football, baseball (especially his beloved Nats) and spending time with his two children.

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

Brad 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.

“Every client of Sherman Wealth Management receives an individual plan based on the open lines of communication we have – we discuss everything in regard to the client’s present situation and future goals, and we create a plan that works,” noted Sherman.

Brad prides himself on being an advocate for his clients, providing a Fiduciary, fee-only service, designed to make clients feel comfortable with their investment choices and strategies.

Brad has appeared in many notable publications and media outlets, including The Wall Street Journal, Investopedia, CNBC, MarketWatch, Business Insider and more. He is also the co-host of Launch Financial, a weekly podcast.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • XY Planning Network
    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.

  • National Association of Personal Financial Advisors (NAPFA)
    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.

Contact Brad Sherman

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Office Locations:

  • 9841 Washingtonian Blvd
    Suite 247
    Gaithersburg, MD 20878

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