Meet the Team

CPA, CFP®, CPFA, CDFA®

Mike founded Sherman Wealth Solutions in 2022 to deliver integrated financial planning that connects investment decisions with real-time tax strategy.

Earlier in his career, Mike progressed from analyst to partner and saw a recurring gap: affluent clients often received portfolio advice without comprehensive planning across taxes, cash flow, retirement, risk, and estate considerations.

Determined to close that gap, he built a model that strongly integrates financial and tax planning so clients can understand upcoming tax liabilities before year-end and make more confident, data-driven choices.

He also introduced a planning-only engagement with no asset minimums to serve high-net-worth individuals and business owners who value objective advice without product pressure.