Gardner Sherrill, MBA, CFP

Retirement Wealth Advisor

Gardner Sherrill is an experienced professional in the wealth management industry, specializing in investment management, retirement and longevity planning. As an Independent Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM with over 23 years of experience, Gardner is known for spending a great deal of time with each client to fully understand their unique situation, advising them accordingly, and then creating an investment plan tailored to meet their needs and aspirations. By providing personalized financial planning, Gardner helps to ensure that each and every one of his clients gain the opportunity to live a more balanced and rewarding life, knowing that their financial assets are following a solid, well thought-out plan. 

Our office is located in Bradenton, Florida - however the ability to scan documents and conduct phone and internet meetings allows us to work with people across the country. If you are looking for an experienced financial advisor, and are comfortable building a relationship via phone and web, please reach out and start a conversation with us.
Expect a friendly conversation! We’ll want to know what your financial goals are, about where you are at financially as far as assets and income, and what you would like to accomplish by working with a qualified financial advisor. After a discussion, we can decide if it makes sense to set up a complimentary introductory meeting.
We believe the best investment you’ll ever make is hiring a good financial advisor. By helping you consistently make smart financial decisions across all aspects of your life we can add far more to your wealth than we ever could by trying to guess which stock is going to beat the market next year. To determine what you should be investing in, first we have to know what you need your money to do for you, and when you need it to do this task. Then and only then can we begin to match investments to your needs.
Financial planning is an ongoing process of gathering information on your finances and on current tax laws and our economy, then looking at the variables that affect outcomes (such as inflation, early/late retirement, career changes), and seeing which decisions have the most potential to improve the outcome. We work through this process with clients on an ongoing basis, providing education and advice that can continuously help them make decisions to increase their wealth.
When you hire us for financial planning services you are not required to move investments to us. When we reach the investment planning portion of your financial plan we ask if you would like to learn about our investment approach. At that point you have the opportunity to hire us to implement the investment portion of your plan.

Gardner Sherrill, MBA, CFP

Retirement Wealth Advisor

About Me

Gardner Sherrill is an experienced professional in the wealth management industry, specializing in investment management, retirement and longevity planning. As an Independent Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM with over 23 years of experience, Gardner is known for spending a great deal of time with each client to fully understand their unique situation, advising them accordingly, and then creating an investment plan tailored to meet their needs and aspirations. By providing personalized financial planning, Gardner helps to ensure that each and every one of his clients gain the opportunity to live a more balanced and rewarding life, knowing that their financial assets are following a solid, well thought-out plan. 

Book Me

FAQ

Our office is located in Bradenton, Florida - however the ability to scan documents and conduct phone and internet meetings allows us to work with people across the country. If you are looking for an experienced financial advisor, and are comfortable building a relationship via phone and web, please reach out and start a conversation with us.
Expect a friendly conversation! We’ll want to know what your financial goals are, about where you are at financially as far as assets and income, and what you would like to accomplish by working with a qualified financial advisor. After a discussion, we can decide if it makes sense to set up a complimentary introductory meeting.
We believe the best investment you’ll ever make is hiring a good financial advisor. By helping you consistently make smart financial decisions across all aspects of your life we can add far more to your wealth than we ever could by trying to guess which stock is going to beat the market next year. To determine what you should be investing in, first we have to know what you need your money to do for you, and when you need it to do this task. Then and only then can we begin to match investments to your needs.
Financial planning is an ongoing process of gathering information on your finances and on current tax laws and our economy, then looking at the variables that affect outcomes (such as inflation, early/late retirement, career changes), and seeing which decisions have the most potential to improve the outcome. We work through this process with clients on an ongoing basis, providing education and advice that can continuously help them make decisions to increase their wealth.
When you hire us for financial planning services you are not required to move investments to us. When we reach the investment planning portion of your financial plan we ask if you would like to learn about our investment approach. At that point you have the opportunity to hire us to implement the investment portion of your plan.