Sherman Wealth Management Launches Tech-Savvy Independent RIA

Sherman Wealth Management (SWM), a dynamic financial planning firm serving the Greater Washington, D.C. region and beyond, has restructured as an independent Registered Investment Advisory firm (RIA). Founded in 2013 by 12-year financial services veteran Brad Sherman, this move allows SWM to continue meeting the planning needs of millennials and other modern investors seeking a new level of custom financial advice.

“This is a critical part of our evolution as a leader in delivering sophisticated financial advice in a new age of information,” said Sherman, who serves as president of SWM. “We see ourselves as an entirely new breed of financial services firm on the front end of the technology-driven advisory model. We’re reinforcing our appeal to NextGen investors by putting technology to work to improve communication, drive collaboration and boost overall efficiency.”

The launch of their new independent RIA demonstrates SWM’s commitment to better serving investors through enhanced client engagement. The firm puts technology to work to improve communication, drive collaboration and spread financial literacy through fresh and engaging content.

“We take the time to educate our clients on our investment approach, largely influenced by behavioral finance, allowing them to make investment decisions based on facts and research rather than instinct,” said Sherman. “The open architecture of our new independent RIA model also gives us access to significantly enhanced investment tools and resources to better serve each individual client. ”

With a commitment to providing personalized service, SWM works closely with clients to develop customized financial solutions designed to help them envision and achieve an optimal financial future. SWM leverages technology to strengthen client relationships with more engaging interactions that include dynamic presentations, screen sharing capabilities and interactive financial planning sessions.

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About Sherman Wealth Management: Sherman Wealth Management is an independent Registered Investment Advisory firm providing custom wealth planning solutions for families and individuals in the Greater Washington, D.C. region and beyond. The firm’s client-facing technology model is designed to meet the needs of NextGen investors seeking a new level of financial advice. To learn more about Sherman Wealth Management, please visit www.shermanwealth.com.