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Sherwood Financial Partners

EST. AUM
$293,848,203

CONTACTS
1

CLIENT ACCOUNTS
207

Firm Details

Metro area Los Angeles
CRD Number 301329
Website sherwoodfp.com
Client types

Overview

Sherwood Financial Partners provides financial planning and wealth management services to help individuals manage their resources and achieve their financial goals. The firm offers personalized services tailored to each client’s needs, including support for retirement planning, home purchasing, inheritance planning, and community contributions. Sherwood Financial Partners aims to create an environment of trust and support for clients throughout their financial planning process. The company also focuses on financial education, offering accessible resources through blogs and community events to help individuals improve their financial well-being.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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