What We Do
 
The Sherrington Group offers two primary services, comprehensive financial planning and investment advisory management. The services can be utilized independently, however most clients combine them for a complete wealth management approach.

The financial planning process is extensive and covers the areas of cash flow and taxes, retirement, estate planning, and risk management.

Our investment management philosophy strives to optimize portfolio return and reduce risk and volatility. The result is a disciplined approach that prevents emotions from overriding proven long term investment strategies.

We provide services on a fee-only, annual retainer basis. The firm does not accept commissions so that we may provide clients with unbiased and individualized financial strategies and recommendations.