Sherrill Wealth Management
About
Certified Financial Planner (CFP) Professional with over 20 years of experience. We are highly focused on the retired and near retired market in order to provide very specific and comprehensive advice. We maintain a limited number of cleints to ensure each client gets the personalized attention they need.
I came into this profession to help familes find some measure of lasting financial peace. By focusing on best practice processes and mutual respect I have been able to develop and maintain a highly desireable client base of people who are a joy to serve. Every day I learn something new.
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Frequently asked questions
What is your typical process for working with a new customer?
We start with a 15 minute introductory call to make sure our expertise meets your needs. See the process tab under our website to learn more details.
What education and/or training do you have that relates to your work?
MBA, CFP, CFTA, Canon Trust School, and a 20+ year of continous learning.
Do you have a standard pricing system for your services? If so, please share the details here.
1.5% under $1,000,000. 1% over $1,000,000