Sherr Financial Associates

We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. We operate as a fiduciary asset manager, meaning we can’t and won’t sell you trends or services you don’t need. We also provide the hands-on management you can only get with a family firm, but have national backing to bring you great quality and great value. By focusing on doing what’s right, we’ve built an enduring company with loyal clients. Sherr Financial Associates is a family advisory firm making reliable financial guidance accessible to our community. Fairness is the DNA of our business, and we were a fiduciary financial planning firm long before it was the industry norm. Achieving your financial goals is a marathon, not a sprint. Student loan debt is a huge financial challenge for many.