About Us

The Foundation of Our Firm:
Helping You Pursue Financial Success

Our founder, Bob Sherr, brings over 40 years of wealth management experience. After many successful years working independently, Bob welcomed two sons, Alexander and Daniel, into the business. Together, they bring over 60 years of combined financial investment expertise and a continuity plan that extends well into the future.

They believed that many wealth management solutions for middle Americans were mediocre, at best. Rather than receiving personalized guidance from an experienced fiduciary financial advisor, investors are often relegated to impersonal call centers.

Sherr Financial team

At Sherr Financial (SFA), we are committed to putting you first in every aspect of our business.

Our approach is grounded in four core values that guide everything we do. These values are the pillars of our brand and are inseparable, ensuring that our service to you is highly customized and personal.

Ready to Talk About Securing Your Financial Future?

Schedule a free, no-strings-attached phone call with our team of financial advisors.