ABOUT US
As a firm, we are committed to upholding the fiduciary standard, which is a legal standard demanding that we solely act in utmost good faith in the best interest of the client. We strive to avoid conflicts of interest whenever possible by adopting a fee-only revenue structure. That means we do not sell any financial products (e.g. life insurance, annuities, etc.) or use investment products that kick back commissions (e.g. load funds, dark pools, etc.). Each advisor is a Certified Financial Planner practitioner with over a decade of experience.
OUR VISION
PARTNERSHIP
The advisors are second generation owners, which means we plan to still be here for a long time.
BOUTIQUE
We will never take more clients than we can competently handle, which means clients will always have access to their advisor.
APPROACH
We believe in “eating your own cooking.” All advisors are invested in the same models as our clients.
HOLISTIC & WELL-ROUNDED APPROACH TO LIFE
Each advisor is deeply involved in his/her own community, and we encourage clients to do the same. Financial well-being and societal well-being are linked. We want to see clients successful in all parts of their lives.
INNOVATIVE
Tech-forward: while we do love our spreadsheets, we also use state-of-the-art financial technologies to help ensure consistent and accurate service.
TENURED
While young, our advisors are tenured. Between the four partners, we have almost 70 years of combined experience working with clients at Sherrill & Hutchins.
OUR TEAM
Learn more about our individual team members below.
KAITLIN THEOBALD, CFP®
CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS
CAREERS
Interested in joining our team? Please send us your resume and indicate your position of interest. All employment inquiries should be emailed to jobs@sh-advisors.com.
CONTACT US