Profile
Sherman Financial
ListedFee-Only Financial Planning in North Carolina
About
About
Sherman Financial provides fee-only financial planning for individuals and businesses, with service available in person and remotely.
The practice offers planning support across investment advising, retirement planning, insurance and risk, estate planning, and budgeting.
Sherman Financial provides fee-only financial planning for individuals and businesses, with service available in person and remotely. Based in Chapel Hill, North Carolina, the firm serves clients throughout North Carolina and describes its planning model as hourly, independent, and fiduciary.
The practice offers planning support across investment advising, retirement planning, insurance and risk, estate planning, and budgeting. Source facts also note a CFP® Certified advisor, no account minimums, and client ownership of accounts. Sherman Financial is listed with Xero advisor credentials, including L1 certified associate, L2 certified professional, Bronze partner, and partner since 2015.
Credentials
Credentials
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
North Carolina
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