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.
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.