Putting You First
Our business is structured to put you first. We operate as a fiduciary asset manager, meaning we can’t and won’t sell you trends or services you don’t need. We also provide the hands-on management you can only get with a family firm, but have national backing to bring you great quality and great value.
Our Philosophy
"Do the right thing. The business will follow."
- Bob Sherr
Our leader and father has always charted the course of our business using integrity as a North Star. By focusing on doing what’s right, we’ve built an enduring company with loyal clients.
Our Broker/Dealer
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of $232.5 billion.
Independent, just like us.
Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients — not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
How Commonwealth helps us help you.
J.D. Power ranked Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” But it's what that achievement means for our clients — on a daily basis — that makes the difference.
Keep Exploring
We have a variety of resources to assist in your planning.