“The best financial plan has nothing to do with what the markets are doing, nothing to do with what your real estate agent is telling you, nothing to do with the hot stock your brother-in-law told you about. It has everything to do with what’s most important to you.” 

― Carl Richards, The One-Page Financial Plan: A Simple Way To Be Smart About Your Money

Discover a fresh perspective. We believe in taking a unique approach to everything we do.

Patrick Sherman is the founder of Sherman Financial & Wealth Management in Charleston, South Carolina. He graduated from the University of Kentucky with a Bachelor's degree in economics and a business minor. Patrick started his financial services career with Carolina Capital Management in Charleston and later joined Atlantic Coast Advisory Group, where he developed strong relationships with his peers and mentors.

Patrick developed a passion for investment management and financial planning with a consultative approach. Frustrated with the industry's outdated service models, Patrick started his own Investment Advisory Firm to better serve his clients in a true fiduciary capacity.

Patrick loves spending time with his family and close friends in his spare time. He is a father, a spouse, and a best pal to his chocolate Labrador Retriever, Charles. He enjoys being outside, playing golf, relaxing at the beaches, cooking, traveling to new places, and embracing life. Patrick is a member of the Daniel Island Rotary and holds his faith close to his heart.

Contact Sherman Financial & Wealth Management today to learn more about our services