Sherman Financial & Wealth Management LLC
President & Owner
Sherman Financial & Wealth Management LLC
President & Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrick Sherman
Fee-Only financial planner located in Daniel Island, SC, serving clients locally and across the country
Patrick Sherman is a Daniel Island, SC fee-only financial planner. Sherman Financial & Wealth Management LLC provides tailored financial planning, quick start financial planning, investment management and personal CFO services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Patrick Sherman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As the founder of Sherman Financial & Wealth Management in Charleston, South Carolina, Patrick Sherman has been working in the financial services industry since 2009. Patrick graduated from the University of Kentucky with a Bachelor's degree where he majored in economics with a business minor. His love, passion, and appreciation for the business world and the subject of economics drew him to the financial services industry.
Upon graduating from the University of Kentucky, just one month later, Patrick was determined and headed south to start his professional career in Charleston, South Carolina. Throughout his childhood, Patrick’s family made an annual trip to the Lowcountry region, so he developed a deep esteemed connection with the area full of fond memories. At the young age of 23, Patrick started his financial services career with Carolina Capital Management in Charleston. Five years later, he joined Atlantic Coast Advisory Group, in neighboring Mount Pleasant, South Carolina. During his time at both Carolina Capital Management and Atlantic Coast Advisory Group, Patrick fostered strong relationships with his peers and mentors, developed interpersonal and professional skills, and gained immense knowledge that will undoubtedly follow him throughout his life and career.
In a short time, through personal and professional growth, Patrick developed a strong passion for investment management and financial planning with a consultative approach. However, he soon thereafter realized that there was a huge disconnect present between the financial corporations, their professionals, and the families of America.
Frustrated with the industry's outdated service models and determined to make an impact, Patrick decided it was time to start his own Investment Advisory Firm. He knew he was capable of more and, through opening his own firm, would have the ability to better to serve his local community, his peers regionally, and those on a national scale—most importantly, in a true fiduciary capacity! This fiduciary model enables a financial advisor to work in their client’s best interests—no matter what—at all times.
In his spare time, Patrick enjoys spending time surrounded by his family and close friends. He is a father to his precious infant son, Henry, spouse to his beautiful fiancée, Megan, and best pal to his chocolate Labrador Retriever, Charles. He enjoys being outside and embracing the beauty of Charleston. He loves playing golf, relaxing at the beaches of Charleston, cooking with his family, traveling to new places, and embracing life. He has a passion for SEC football, especially his Alma mater that he wildly cherishes, the Kentucky Wildcats. Patrick is a member of the Daniel Island Rotary, and holds his faith close to his heart. Patrick’s family are proud members of the Cathedral of Saint John the Baptist in Charleston.
Patrick 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.
Financial Planning Services
Quick Start Financial Planning Program
(OFFERS SPECIFIC HELP IN A CONCENTRATED AREA)
Includes your choice of one of the following:
Investment Analysis: An in-depth Investment review and holdings analysis of any one personal investment account. Plus In addition to your personal investment account, you may request the same service for your current employer provided IRA, 401k, 403B, etc, at no additional fee. We provide our insight, assess your account, or current plan, then provide a full analysis with our proposed recommendations.
One Specific Financial Planning Topic: Analysis, review, recommendations, and action steps. We will check in after 90 days to see how you are doing. After that, it's your duty for yourself and your family to execute it!
What To Expect
30-60 Get Organized Discovery Meeting: This is where we get organized, and begin to formulate a plan.
60 Minute Implementation Meeting: This is where we implement the plan, make final changes, and make sure you are satisfied.
90 Day Check in We will check in after 90 days to see how things are going. (during that 90 day period you will have unlimited access to phone conversations and email)
This stand alone services costs $500.00.
1/2 ($250.00) will be due before we start. The remaining balance will be due after the implementation meeting.
Note: Within a 12 month period, If you decide to work with us on an ongoing basis, we will waive the $500 start up fee towards our Personal CFO program.
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
Patrick 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 Patrick Sherman
1225 Blakeway Street
Daniel Island, SC 29492