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.