Sherman Wealth Management

Sherman Wealth Management Fiduciary Financial Advisor, Wealth Manager, and fee-only, conflict-free advocate for your money, yo

07/22/2026

On this week's episode of Launch Financial, we discuss financial planning items that are top of mind, including identifying concentration risk within your portfolio and the importance of a well diversified global allocation.

Wishing everyone a Happy 4th! 🇺🇸🎆
07/04/2026

Wishing everyone a Happy 4th! 🇺🇸🎆

06/30/2026

Tune into this week's episode of Launch Financial as we recap the end of the second quarter and reflect on what has been a volatile, but ultimately resilient, start to the year for the markets. We discuss the key drivers behind recent market performance, what investors can learn from the first half of the year, and why staying focused on a long-term financial plan remains as important as ever.

06/16/2026

Lots to tune into for this week on Launch Financial as the Dow hit a record high, as investors turned out of chips and into cyclical stocks during declining oil prices. All eyes have also been on SpaceX and its climb following the IPO last week.

06/11/2026

On this week's episode of Launch Financial we discuss the expansion of the 529 code, many added qualified expansions, Trump Accounts, and how to maximize your children's education savings today.

06/04/2026

After a brief hiatus, we’re back just in time for the start of summer. Join us on this week’s episode of Launch Financial as we discuss what’s been driving markets lately, why volatility can make investors uneasy, and the importance of staying focused on your long-term plan. Given where the markets were just a few months back in March to the recent record highs, it might be prudent to take a look at your portfolio to identify if it has drifted from its targets. Tune in for our thoughts and insights on financial planning items to tackle to start June.

🎓 Happy National 529 Day!A 529 plan is one of the most powerful ways to save for a child's future. With tax-free growth ...
05/29/2026

🎓 Happy National 529 Day!

A 529 plan is one of the most powerful ways to save for a child's future. With tax-free growth and tax-free withdrawals for qualified education expenses, time and compounding can do a lot of the heavy lifting.

Start early. Save consistently. Invest in their future.

04/22/2026

Tune into this week’s episode of Launch Financial as we discuss a big week that will influence the market, with a strong start to earnings season, geopolitical developments, Fed rhetoric, and a slew of economic data.

It's National Financial Literacy Month! At Sherman Wealth, financial literacy and empowerment stand are the forefront of...
04/21/2026

It's National Financial Literacy Month! At Sherman Wealth, financial literacy and empowerment stand are the forefront of the firm. We believe in educating yourself and others to make smarter, more sound, financial decisions!

04/15/2026

Happy Tax Day! Spring presents a great opportunity to plan and realign your financial plan. Look for opportunities within your tax return to better plan for the year ahead!

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9841 Washingtonian Boulevard #240
Gaithersburg, MD
20878

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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