Sherrill Wealth Management of Bradenton

Sherrill Wealth Management of Bradenton is a Financial Planner in Bradenton, FL, specializing in personalized wealth management for individuals aged 50 and older. The firm serves clients across the United States with a focus on retirement planning, investment management, Social Security timing, retirement income, tax planning, insurance optimization, and estate and legacy planning. R. Gardner Sherrill, the founder and President, holds an MBA and the CFP and RICP designations. Sherrill began his career in private and trust banking as a portfolio manager before shifting to comprehensive wealth management to address the fragmented nature of financial advice. He earned his CFP in 2001 and completed the RICP in 2024 to deepen expertise in retirement income risks. In 2012, he founded the firm to serve families who found private bank minimums prohibitive, aiming to provide coordinated strategic planning for those transitioning into retirement.

The practice is intentionally limited in the number of clients served to ensure each receives dedicated time and attention. Advisors treat investments as one component of a broader financial picture, coordinating strategies for Social Security, Medicare, and other details to create a cohesive plan. The firm meets with clients regularly to adjust for life changes, viewing the retirement plan as a living document that evolves with the client. Advisory services are offered through Commonwealth Financial Network, a Registered Investment Advisor.

The office is located at 2520 Manatee Ave W, Suite 200. It sits on Manatee Avenue West, about a third of a mile from the road's main corridor reference point. The area includes Lewis Park and 28th Street Park, both roughly half a mile away, as well as Wares Creek and Ballard Elementary School within a similar distance.

Sherrill Wealth Management of Bradenton holds a 5.00 rating based on customer reviews. This positive feedback reflects the firm's focus on building long-term relationships based on trust and integrity. The business is recognized for its specialized approach to retirement, ensuring that financial complexity is transformed into coordinated decisions that support clients through their transition.