People

Brad Sherman

Brad Sherman

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Brad Sherman, President and Fiduciary Financial Advisor at Sherman Wealth Management, provides a full range of holistic, customized financial planning and wealth management services. Prior to founding Sherman Wealth, he built customized investment models for Equity Planning. He was a Vice President of Residential Lending at Nationwide Mortgage Services and a Manager of Capital Markets & Sales at First Madison Mortgage. Brad is a frequent public speaker and podcast guest and media contributor to publications such as The Wall Street Journal, CNBC, MarketWatch, Business Insider, and Investopedia. He is also the co-host of Launch Financial, a weekly podcast.

Professional Experience


Academic History

  • Brad Sherman is a Gaithersburg, MD fee-only financial planner serving the entire Washington D.C, Northern Virginia and Maryland region, and clients across the country.

  • Devoted to making an impact on the community, Brad is a frequent contributor to many leading financial publications, a proud member of the Rockville and Gaithersburg Chambers of Commerce.

  • Brad also devotes his time to a variety of local community organizations, including The Jewish Federation, So What Else, Montgomery County Coalition for the Homeless and Wall Street Bound to raise the tide of knowledge in money management and financial education.


Brad Sherman Licenses & Certifications

  • General Life, Accident and Health Adviser, Maryland Insurance  Administration

  • Uniform Combined State Law Examination, NASAA


Professional Designations & Affiliations


Brad Sherman Honors & Accolades