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Effective Strategies for your ideal tomorrow


Financial markets can change in the blink of an eye. But, with the advisors at Scherer Financial Advisors, you can rest assured that your personalized wealth management strategy will be ready to adapt at subatomic speeds.

With decades of experience and a passion for seeing our clients succeed, we employ a general three-part structure to investing.

We start by organizing your financial life. Once we have an understanding of your risk tolerance, we incorporate the current financial landscape into your roadmap. Finally, we make sure to continually monitor your progress as you work toward your goals. 


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Mission Statement


We keep you top-of-mind

Scherer Financial Advisors is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  Whether you are an individual who needs financial planning, or a business that is interested in providing financial planning for your executives and employees, we help you navigate through the myriad of options.  Our customized programs are designed to help you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Scherer Financial Advisors sees the services it provides as not only wealth management and distribution, but also financial goal management.  There is more to your future than just today, we take the time to find out what is important to you.  You will be asked questions that are designed to assist you to identify your dreams and objectives.  This information will be used to tailor a financial plan to enhance your financial well being.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

We encourage you to explore our site and learn more about the services we provide. If you have any questions or would like more information about our firm do not hesitate to email us or call us at 301-681-5641. We look forward to hearing from you.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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