McSherry Anderson is an SEC Registered
Investment Advisory (RIA) Firm specializing in portfolio
management and advanced tax planning, including estate
and charitable planning.
The firm manages just under $250 million for trusts, individuals,
not-for-profit organizations, retirement plans, and charitable
foundations. The firm was formed in 1995, and our
team of
employee professionals brings over 65 years of combined experience
to help you accomplish your goals.
As an RIA firm, we are held to a fiduciary standard that
is much higher than traditional advisors, stockbrokers and
financial planners. We have a fiduciary duty to
act in the best interest of our clients.
Our client services are nationwide. Currently,
the firm assists clients in the following 23 states:
