Welcome to fundamental

Get a clear path to your financial goals.

Our Wealth Advising team can help you

Welcome to fundamental

Create More Wealth

There are 8 critical steps that everyone should know
about building their financial wealth.

Welcome to fundamental

Reduce Your Taxes

Sherman Asset Management helps business owners dramatically reduce their taxes with strategies best suited for the solopreneur. 

Welcome to fundamental

5 Questions You Must Ask

Unsure if your financial adviser is the right fit?

Services

Portfolio Management

Create more wealth by using essential investment techniques

Financial Planning

Do you know how your financial resources align with your life's aspirations?

Solopreneur Tax Reduction

There are special retirement plans available to help solopreneurs reduce their taxes. Click to find out more!

About

Serving Realtors and other solopreneurs across America

Sherman Asset Management was founded by Roy Sherman in 2014. Roy uses his background in the fields of psychology, business, and financial planning to assist you in achieving your goals and navigating financial decisions. Roy specializes in helping solopreneurs maximize the effectiveness of their resources. Roy lives with his wife and two children, and they enjoy running, cooking, and travelling together.

Who We Serve

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Business Owners

Private Client

Pre-retirees

Retirees

Young Investor

Preserve and Grow Your Financial Legacy

What we say our customers

Our Testimonials

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Testimonial #1 Designation

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Recognition & Awards

Guides for Solopreneurs

Why Should I Hire a Financial Planner?

Welcome!  You’re here because you’ve asked yourself, “Why should I hire a financial planner?”  There…

What Happens to My Business When I Die?

It’s something that every business owner must grapple with at some point.  What happens to…

Let’s get in touch

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