Making the decisions necessary to achieve your goals and objectives takes knowledge, time and commitment. But how do you consolidate mountains of complex financial facts and figures into meaningful information during your spare time? The Sherrington Group will give you the information, options, and guidance you need to make informed decisions about your financial future. We provide comprehensive financial planning and investment management services on a fee only basis. We take a long-term proactive approach to your financial goals.

You will receive a complete and personalized program designed to meet your goals and needs. Analyses and projections are provided in writing. After discussing your options and helping you to decide which strategies best meet your objectives, we’ll provide assistance implementing your plan of action.

Quarterly meetings ensure that each of your financial concerns are addressed. During each meeting, you will receive updated investment reports.

The Sherrington Group provides services on a fee-only, annual retainer basis. The firm does not accept commissions so that we may provide you with unbiased and individualized financial strategies and recommendations. Our retainer is determined before the engagement begins so that you’ll know our fee up front.

Since services are ongoing, we provide assistance beyond the initial planning and implementation stages and adjust financial and investment plans as life style changes occur. Since there’s no hourly fee, call us for advice and keep us up to date.

The Sherrington Group is a Registered Investment Advisor with the Ohio Division of Securities. Our services are available to residents of the state of Ohio.