For 20 years we have simplified and improved clients' financial lives and helped them achieve their financial objectives. Clients receive personalized financial planning and investments are managed to minimize taxes and safely maximize returns. Sherwood Investments is a Registered Investment Advisor and financial fiduciary, totally independent and fee-only.
There are no commissions. Our only compensation is structured so that we benefit when you benefit. Expert retirement and estate planning, including advice on how to maximize your Social Security benefits and plan for retirement. We help our clients retire financially secure. We help people of all ages achieve their dreams.
There are no commissions. Our only compensation is structured so that we benefit when you benefit. Expert retirement and estate planning, including advice on how to maximize your Social Security benefits and plan for retirement. We help our clients retire financially secure. We help people of all ages achieve their dreams.
Services
Eric J. Linger is a Registered Investment Advisor (RIA) and the principal of Sherwood Investments. He specializes in developing customized financial strategies so clients can retire financially secure. He values the close, personal contact he maintains with each of the clients he works with. Prior to founding Sherwood Investments, Mr. Linger was the branch manager of a major Edward Jones investment office in Somerville, NJ.
For the socially responsible investor, we offer attractive equity and fixed income opportunities in socially and environmentally responsible companies and mutual funds. All securities are purchased and sold for you without commissions to avoid conflicts of interests. Eric Linger, dba Sherwood Investments, is a registered investment advisor in the State of Washington.
View a copy of our easy-to-read Letter of Agreement (the contract). It includes information on our fees, which decline as your account grows or you invest more. Regardless of where you live, we can work with you. Our clients reside in over a dozen different states. If you prefer a more local non-fee investment advisor, the following financial advisors are members of the National Association of Personal Financial Advisors (NAPFA).
A fiduciary cannot accept any commissions and they must always do what is best for you, without conflicts of interest. They should also be totally independent, so they cannot be pressured to sell securities that might be good for their firm, but not necessarily good for you. Even if he calls himself a "financial planner" or an advisor, anyone who accepts commissions or is not independent is not a fiduciary.
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