Adam Sherman
Financial Services
As a trusted resource in the financial services industry for the last 35 years, Adam Sherman may be recognizable not only as a sought-after speaker, but as a contributor on CNBC, Fox Business News, Bloomberg News, and in The Wall Street Journal, as well. He is hailed as an innovator of the integration of banking and wealth management throughout the country and has previously collaborated with a public bank and a privately-owned bank to build two successful financial service firms.
Sherman is the founding partner of 1847 Private Client Group, an affiliate of 1847Financial, and works closely with his partners, Douglas Hall, CFP, Joe Bonfanti, CFA and Michael DeFillipo, CLU, CHFC.
“We are a boutique estate planning and wealth management firm, where we represent high-net-worth entrepreneurs, corporate executives and professionals,” Sherman says. “This firm was founded in 2016, but the principals have a combined 100 years of experience.”
The company’s members decided to plant a flag in South Florida in addition to its offices in Philadelphia because of the large number of transplanted clients from that region, as well as South Florida’s explosive growth.
“We’re extremely excited to continue our expansion into South Florida and to strengthen our commitment to the community,” Sherman explains.
He is most proud of being named one of Forbes magazine’s 2021 Top 250 Financial Security Professionals, a prestigious accolade that means a lot to him. Sherman highly values his clients, who are the beneficiaries of his expertise, and believes they would consider him and 1847 Private Client Group “creative, responsive and customer-service oriented.”
Since its founding, the firm has become active with the Greater Boca Raton Estate Planning Council and the Jewish Federation of South Palm Beach County — and has grown exponentially since the onset of COVID-19 due to clients having a greater focus on their overall estate planning and wealth transfer.
“This company was built to deliver the highest level of client service in the area,” Sherman adds.
1847 Private Client Group, 1 North Federal Highway, Ste. 201, Boca Raton, 561-314-3100, 1847pcg.com
Registered Representative of, and Securities and Investment Advisory services offered through, Hornor, Townsend & Kent, LLC. (HTK) Registered Investment Advisor | Member FINRA/SIPC. 1847Financial is not affiliated with Hornor, Townsend & Kent, LLC. 161 Washington St Ste 700 Conshohocken, PA 19428 (610) 771-0800.
Forbes’ ranking of Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of seven years relevant experience. This recognition is not reflective of investment performance or client experience and cannot predict the recipient’s future performance or success. 3901738JD_Nov23
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