In this episode Eric interviews Brad Sherman of Sherman Wealth Management. On his website Brad writes... "I founded Sherman Wealth Management because I believe you deserve the highest level of individualized attention, regardless of the size of your financial profile. Not a one-size-fits-all or an algorithm-driven plan, but a plan that works for you.
As a fiduciary, fee-only, conflict-free advisory, I have sworn to only recommend investment choices that work best for you, not “good enough” ones that offer me sales commissions.
And, unlike big investment firms that are more concerned about shareholder value than your value, my single goal is for you to feel comfortable about your investment choices and strategies, and confident about your future.
As a fiduciary, fee-only, conflict-free advisory, I have sworn to only recommend investment choices that work best for you, not “good enough” ones that offer me sales commissions.
And, unlike big investment firms that are more concerned about shareholder value than your value, my single goal is for you to feel comfortable about your investment choices and strategies, and confident about your future.
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