Fiduciary - Registered Financial Planner/Investment Manager



Who We Are
  • 100% Fiduciary, Registered Investment Advisor
  • Retirement planning and investment management
  • Fee Only.  No commissions
  • Our fees are structured so that we do better when you do better
  • 20+ Years helping clients retire financially secure
  • NAPFA and state registered


How Are We Different?
  • We find the best investments for you from the thousands that we scrutinize
  • Expert retirement planning to maximize your Social Security benefits
  • Personalized service, supported by our expert team of CPAs and estate attorneys
  • We directly manage your investments, not a third-party



Our only compensation is based on the value of your portfolio.  So when your portfolio grows, we both benefit.


Contact us for additional information

Eric Linger, dba Sherwood Investment Services, is a registered investment advisor in the State of Washington and New Jersey. The advisor transacts business only in states where it is appropriately registered or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

 

 

Sherwood Investment Services - © 2019