Why Sherrill Wealth?
As a CERTIFIED FINANCIAL PLANNER™, Gardner Sherrill has the training and knowledge to analyze your entire financial picture- not just one piece of the puzzle.
Fiduciary Asset Manager
A fancy term meaning we will ALWAYS put our clients first and never steer you into buying something you don’t need.
We only work for clients. When you work with us, you’re more than just a number.
The Little Things That Make Our Clients Happy
All in One Place
- From Financial Planning to Investment Management to Social Security- We review it all.
- We are obsessed with staying on top of your finances and give progress updates often.
- We never stop learning. We are constantly reading and keeping current. Financial Education is our passion.
- We coordinate with your CPA each year and help with ALL the paperwork that comes with it.
- We pride ourselves on being available and accessible. We encourage our clients to reach out with any question, at any time.
If We Can’t, We Won’t
- We never let egos get in the way. If there is a challenge we think we can’t handle, we will always refer you to a trusted partner.
Retirement Planning Case Studies
A "Must Read" for Anyone Planning to Retire Within 5 Years Read Now