# Sherr Financial Associates

Sherr Financial Associates is an Asset Manager based in Danvers.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Danvers
- **Assets under management:** Undisclosed
- **Website:** sherrfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/robert-sherr-a1aa7a3a

## Regulatory record

- **CRD number:** 128589
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128589

## About

Sherr Financial Associates is a fee-based financial advisory firm in Danvers, MA. It focuses on personalized financial planning and investment management and provides tailored advice based on each client's specific needs rather than cookie-cutter solutions. As fiduciary financial advisors, the firm emphasizes integrity, a client-first approach, and tax-efficient, long-term investment strategies.

## People

- Bob Sherr — Founding Partner
- Daniel Sherr — Partner, Senior Wealth Manager, Qualified Plans Specialist
- Alexander Sherr — Partner, Senior Portfolio Specialist
- Ben Brieger — Financial Planning Administrator
- Louanne Canty — Client Services & Operations Manager
- Kristen McCarthy — Client Success Coordinator
- Steve Belsanti — Managing Director of Corporate Benefit Planning
- Bob Sherr — Founding Partner, Accredited Investment Fiduciary®
- Alexander Sherr — Partner, Senior Portfolio Specialist, Accredited Investment Fiduciary®

## Questions

### Who leads investment decisions at Sherr Financial Associates?

No principal or investment committee member has been identified through public records, financial press, or professional networking platforms. The firm's leadership and decision-making structure remain opaque. Direct inquiry is the only path to verifying who holds investment discretion.

### Is Sherr Financial Associates still an active concern?

Operational status cannot be confirmed through public sources. The absence of a website, LinkedIn presence, recent media, or regulatory filings makes it impossible to determine from the outside whether the firm is currently active, has merged, or has ceased operations.

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- [Sherpa Healthcare Fund II GP](https://altss.com/profile/sherpa-healthcare-fund-ii-gp-ltd)
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Last updated: 2026-08-11T15:08:04.536Z

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