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Author: Bob Sherr

Bold yellow “Stay Calm” text on a bright blue background with radiating lines, representing the importance of maintaining composure and the importance of financial planning during market volatility.
Investment Management

Stay Calm & Invest On: How to Thrive in Volatile Markets

Market volatility is nothing new, but that doesn’t make coping easier. In fact, the current financial headlines can trigger stress, especially when retirement plans are...
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White jigsaw puzzle pieces scattered on a red background, symbolizing the complexity of equity compensation plans for Boston executives including RSUs, ISOs, and NSOs.
Financial Planning

Equity Compensation Guide for Boston Executives

If you’re a high-income professional in or around Boston, executive compensation can be both a wealth-building opportunity and a puzzling tax consequence. Whether you’re receiving...
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Wooden letter blocks spelling 'Give Back' on a rustic wooden surface with a brick wall background, representing charitable giving and philanthropy in retirement. Ideal for illustrating retirement giving strategies such as Qualified Charitable Distributions (QCDs), Charitable Remainder Trusts (CRTs), and Charitable Lead Trusts (CLTs).
Retirement Planning

Retirement Giving Strategies: QCDs, CRTs, and CLTs Explained

If you’ve been a diligent saver throughout your career and have accumulated substantial assets for your retirement, you are to be congratulated! A job well...
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Paper cutout figures of a family holding hands in a grassy field, symbolizing the importance of estate planning to protect wealth and provide for future generations in Danvers, MA.
Estate Planning

Danvers Estate Planning: Safeguard Your Wealth for Your Heirs

Estate planning in Danvers, MA, isn’t just for the super-wealthy; it’s crucial for anyone who wants to control what happens to their assets after they’re...
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Build a Legacy with Estate Planning in Danvers, MA – Aerial view of Danvers, Massachusetts waterfront featuring scenic bridges, marinas, and boats, highlighting the importance of securing your family’s financial future with thoughtful estate planning.
Estate Planning

Build a Legacy with Estate Planning in Danvers, MA

Think about how hard you’ve worked to support your family and build a nest egg for retirement that will be passed down to the next...
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About SFA

Sherr Financial Associates is a fee-based financial advisory firm in Danvers, MA. Focusing on personalized financial planning and investment management, we provide uniquely tailored financial advisor advice based on your specific needs. In other words, we don't use cookie-cutter solutions that may or may not suit your situation. Our commitment to integrity and excellence ensures that your financial future is in good hands.

Contact Info
  • 100 Conifer Hill Drive, Suite 409,
    Danvers, MA 01923
  • Tel: 781.598.9309
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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Financial planning services offered through Sherr Financial Associates are separate and unrelated to Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
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