Fiduciary - Registered Financial Planner/Investment Manager

  • Fiduciary, Registered Investment Advisor
  • Retirement planning and investment management
  • Fee Only.  No commissions
  • 20+ Years helping clients retire financially secure
  • NAPFA and Multi-State Registered

Sherwood Investment Services is a fiduciary, fee-only (no commissions) Registered Investment Advisor and Financial Planner.   We have a 20 year track record in bull and bear markets, developing sound financial strategies and managing investments for investors who want their money to last.

Our proven investment strategies deliver peace of mind in good markets and bad.  We specialize in retirement planning and investment management, serving clients in Washington State and nationwide.

All securities are purchased and sold without commissions.  Sherwood Investment Services does not receive one penny in commissions.

We are a financial fiduciary, which means we must place your best interests first and above ours.    We have nothing to sell you, no sales quotas to meet, and all possible conflicts of interests are avoided.    Our fee is based solely on the value of your investment portfolio, so when your portfolio grows, we both benefit.

Each client receives personalized investment strategies.  Everything we do is aimed at helping our clients meet their financial goals.   If you who are preparing for retirement, we will help you to be financially secure.

There is never a charge for meetings, calling, or communicating via email with questions, something clients might be hesitant to do if they were paying by the hour.

You receive one-on-one personalized service and are supported by our expert team of CPAs and estate attorneys.   We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements.

How Are We Different?
  • As a fiduciary, we have specific financial and legal responsibilities not required of a stock broker.
  • We help you plan for retirement and maximize your Social Security benefits.
  • We manage your investments, not a third-party.

Our only compensation is based on the value of your portfolio.  So when your portfolio grows, we both benefit.

Contact us for additional information

Eric Linger, dba Sherwood Investment Services, is a registered investment advisor in the State of Washington and New Jersey. The advisor transacts business only in states where it is appropriately registered or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.




Sherwood Investment Services - © 2017