Our mission is to do
right by you.
Sherr Financial Associates is a family advisory firm making
reliable financial guidance accessible to our community.
Our Services
Personal, direct, cost-efficient management for your financial goals.
Retirement Planning
Create an informed strategy to accumulate what it will take to retire the way you want.
Business Planning
Strategies for the lifecycle of your business, including risk, distributions, and succession.
Who We Serve
We serve individuals, families, and small business owners as they work towards their own version of freedom.
I’ve got retirement
on my mind.
Whether you’ve got decades to go or are approaching the finish line, we can help you strategize to retire the way you want.
I’d like to plan ahead
for my kids.
Develop a plan to save for college, inheritances, and more.
I own a business.
Developing a sound financial plan takes time you may not have. We can help.
Our Approach
Four core values make up the pillars of our brand and business, and none are effective without the others.
Integrity
Fairness is the DNA of our business, and we were a fiduciary financial planning firm long before it was the industry norm.
Trust
Our fee structure is designed so we will always put your best interests first.
Discipline
Achieving your financial goals is a marathon, not a sprint. We’re in it for the long haul with you.
Freedom
Leverage our knowledge and experience as you pursue your version of financial freedom.
Our Team
On our father-son team, you’ll find a peer whose trajectory and experience reflect your own.
Financial Planning Resource
A Starter Guide to Selling Your House
If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.
Solutions for Managing Student Loan Debt
Student loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.
Are You an Intelligent Investor?
Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.