Why Sherrill Wealth?

CFP® Professional

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.
  • Regular Check-Ins

    • We are obsessed with staying on top of your finances and give progress updates often.
  • Continuing Education

    • We never stop learning. We are constantly reading and keeping current. Financial Education is our passion.
  • Taxes Simplified

    • We coordinate with your CPA each year and help with ALL the paperwork that comes with it.
  • Availability

    • 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

Case Study 1


Primary Goal:

Evaluate Retirement Readiness

Case Study 2


Primary Goal:

Increase Income

Case Study 3

Care Taker

Primary Goal:

Get Family Finances in Order

A "Must Read" for Anyone Planning to Retire Within 5 Years Read Now

Services We Offer


Comprehensive Retirement Planning

Sherrill Wealth Management specializes in retirement. Retirement is a big decision- Most likely one of the biggest decisions you will make during your lifetime. There are many things to consider before you retire. And once you have retired there are many varying circumstances that you will encounter.

Investment Management

Investing can at times seem overwhelming and daunting. If you examine your own life, you'll find that it is often the simple strategies that have proven to be the most successful. Investing is no different. However, it is easy to have your attention drawn to the wrong issues.

Retirement Income

We help turn your nest egg into a reliable income stream. A good Income plan should be indifferent to the current market environment and provide you with consistent cash flow and the confidence to maintain your investment discipline throughout periods of economic stress.

Tax Positioning

How will your retirement income impact your taxes? Taxes are likely to be your biggest expense in retirement. A good tax plan in retirement must consider all sources of income beyond year-to-year planning and address the lifetime taxable liabilities.

Asset Protection

How do I protect our retirement and legacy from catastrophic events? Our approach is to measure the impact of significant event and provide you with reasonable options as to how to mitigate such risks. Our approach takes into consideration a number of types of insurance.

Estate and Legacy Planning

How do I protect my spouse and loved ones from my incapacity or passing? Our approach is to run “fire drills” to help you ensure you have a plan in place for whomever is going to take on health and financial decisions for you in an emergency. We conduct regular in-depth reviews for our clients on the following

R. Gardner Sherrill MBA, CFP®

Founder and President

Welcome! I have spent over 25 years helping families live off and enhance their nest-eggs throughout their retirement. Much of my early experience was spent as a Wealth Manager at some of the largest firms in the nation. I greatly appreciate all I learned in those formative years but ultimately, I wanted a practice where I could focus more on my clients and less on corporate mandates.

In 2012, I launched Sherrill Wealth Management so I could work with my clients on the same side of the table to achieve what’s important and beneficial to them. It is extremely rewarding to help my clients lead the lives they desire knowing that their financial assets are following a solid, well-thought-out plan.

When I’m not working on behalf of my clients you can find me with my wife (Dannie) and our sons (R.G. and Charlie), perfecting my tennis swing, or hunting down the next best tuna taco.