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The Guide You Need To Reach Your Financial Goals

Independent * Honest
Founded in Chapel Hill in 2016, Sherman Financial provides tailored financial advice at a flat hourly rate, to clients across the United States and Americans living abroad. 

As an independent firm, Sherman Financial solely focuses on our clients needs and how to best help them reach their goals. Unlike other firms, we take no commissions, sales fees, AUM pricing, or any kickbacks. Our focus is on helping clients reach all of their financial goals with a fair pricing model. 
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 © 2025 Sherman Financial, LLC
Disclaimer: 
Information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. No content should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Services
    • Financial Planning
    • Small Business
    • Pricing
    • Resources
  • About
    • Bio
    • Philosophy
  • Contact
  • Articles