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Brad Sherman is a financial advisor and the founder and president of Sherman Wealth Management, LLC, an independent, fee-only, boutique Registered Investment Advisor that makes financial planning accessible, whether clients are just starting out or well on their way to financial independence.
Co-host of the Launch Financial podcast, Brad is a frequent speaker and a regular contributor to Millennial Magazine and other financial publications and websites.
Before founding Sherman Wealth Management, Brad built customized investment models for Equity Planning, a boutique financial planning firm; was a successful VP of Residential Mortgage at Nationwide Mortgage Services; and was the Capital Markets and Sales Manager at First Madison Mortgage, contributing to First Madison’s inclusion in Inc. Magazine’s 5000 Fastest Growing Companies List in 2006. Brad has a B.S. in International Economics from the University of Wisconsin-Madison, a Masters in Finance from American University’s Kogod School of Business, and a special interest – and expertise - in Behavioral Finance. Please visit our website for disclosures.
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