Our mission is to do
right by you.
Sherr Financial Associates is a family advisory firm making
reliable financial guidance accessible to our community.
Personal, direct, cost-efficient management for your financial goals.
We serve individuals, families, and small business owners as they work towards their own version of freedom.
Whether you’ve got decades to go or are approaching the finish line, we can help you strategize to retire the way you want.
Develop a plan to save for college, inheritances, and more.
Developing a sound financial plan takes time you may not have. We can help.
Four core values make up the pillars of our brand and business, and none are effective without the others.
Fairness is the DNA of our business, and we were a fiduciary financial planning firm long before it was the industry norm.
Our fee structure is designed so we will always put your best interests first.
Achieving your financial goals is a marathon, not a sprint. We’re in it for the long haul with you.
Leverage our knowledge and experience as you pursue your version of financial freedom.
On our father-son team, you’ll find a peer whose trajectory and experience reflect your own.
If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.
Student loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.
Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.