Redmond, WA Financial Advisor
Achieve Financial Security
on Your Terms
Fee-only, independent investment management and retirement planning. No commissions. No conflicts of interest. We only succeed when you do.
Improve My Financial FutureRetirement Planning
Expert retirement and estate planning, including advice on maximizing Social Security benefits. We help our clients retire financially secure.
Learn more →Investment Management
Financial plans and portfolios are dynamic — updated as needed, not just once a year, to help you reach your financial goals at every stage of life.
Learn more →Fee-Only Advice
Our fees are structured so we do better when you do better. No commissions, ever. Totally independent — we report only to you.
Learn more →Our Proven Five-Step Process
In our years of managing investments, we've fine-tuned a process that delivers results.
Learn About Our ProcessAbout Eric J. Linger
Registered Investment Advisor & Fiduciary
Eric J. Linger is the principal of Sherwood Investments. He values close, personal contact with every client and specializes in developing customized financial strategies so clients can retire financially secure.
Previously branch manager at a major Edward Jones office, he began his career as an electrical engineer at Bell Labs and held senior executive positions at AT&T. He holds degrees from Penn State, NYU, and Monmouth University.
More About EricWhat is a Fiduciary?
A fiduciary cannot accept any commissions or have any conflicts of interest. Because we are a fiduciary, our recommendations are always in your best interest — and we put this in writing for every client.
"Our only compensation is based on the value of your portfolio. So when your portfolio grows, we both benefit."
Ready to simplify your financial life?
All calls are returned within one business day. No charge for calls or meetings.