The Sherrington Group
The Sherrington Group, founded in 1997, is a fee only financial planning and investment advisory firm. We are a Registered Investment Advisor (RIA) with the state of Ohio. Our firm is independent, and we have no third-party compensation agreements. Our staff members have a combined total of more than 80 years of experience in the financial services industry. Professional designations include Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER (CFP®), Accredited Investment Fiduciary (AIF®), Personal Finance Specialist (PFS), REGISTERED PARAPLANNER (RP®), and Investment Advisor Representative (IAR). Professional memberships include Investment Management Consultants Association (IMCA), and American Institute of Certified Public Accountants (AICPA). Our client base is maintained with a relatively low client to advisor ratio. The objective of controlled growth ensures the ability to maintain a high level of client contact, service, and attention to detail.
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Katherine Hart
Associate · Finance & Accounting
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Charlie Belle Youssef
Financial Advisor · Finance & Accounting
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