Sherwood Financial Management

Overview

Sherwood Financial Management is an independent, sole‑proprietorship registered investment adviser that works primarily with individual and family clients. The firm charges a mix of percentage‑of‑AUM, hourly, and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Sherwood identifies as a capital allocator and uses third‑party managers as part of its approach. The adviser does not self‑identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives