Sheridan Road Financial

About

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Story

Sheridan Road Financial is a leading investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients. Founded in 2005 by Jim O'Shaugnessy and Daniel Byrant, the firm provides three core offerings: retirement plan services, wealth management, and executive benefits.

We provide plan sponsors comprehensive information in the following areas: investment advisory services including investment selection support or due diligence, monitoring and performance reporting, open architecture investment structures, plan design consulting, vendor searches, fiduciary best practices, as well as comprehensive participant education services.

In addition, Sheridan Road provides fee-based advice to our wealth management clients. We have an experienced team of portfolio management professionals and individual private client relationship managers who have on average more than 20 years experience in the industry.

For more information, and for a list of states in which we are registered to do business, please visit www.sheridanroad.com.

Mission

Our mission is to help our clients attain financial independence. Our reputable and experienced professionals offer sensible planning strategies designed to help clients reach their financial goals and guide them through volatile markets. As fiduciaries, we offer prudent, independent, tax efficient and cost effective institutional retirement and holistic wealth management solutions.

- Disclaimer -

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Sheridan Road Advisors, a registered investment advisor and separate entity from LPL Financial.

Concerning comments about various investment vehicles, past performance is no guarantee of future results. Commentary included is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies and opportunities. The material contains the current opinions of the author, which may be subject to change without notice. Statements concerning financial market trends are based on current or past market conditions, which and may have fluctuated. References to specific securities, mutual funds, and other issuers are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations to purchase or sell such securities, mutual funds, or other investment issues. There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market.