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SHERRINGTONGROUP.COM

The Sherrington Group - Planning for success. Managing for life.

The Sherrington Group is an independent fee only financial planning firm founded in 1997 and a Registered Investment Advisor (RIA) providing comprehensive financial planning and investment advisory services to individuals, corporations and non profit organizations.

http://www.sherringtongroup.com/

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CONTACTS AT SHERRINGTONGROUP.COM

Oles & Associates

1500 La●●●●●●●e Drive

Col●●●bus , OH, 43204

US

1.61●●●●0774
sm●●●●●●@oles-cpa.com

View this contact

Oles & Associates

Oles & Associates

1500 La●●●●●●●e Drive

Col●●●bus , OH, 43204

US

1.61●●●●0774
sm●●●●●●@oles-cpa.com

View this contact

Oles & Associates

Oles & Associates

1500 La●●●●●●●e Drive

Col●●●bus , OH, 43204

US

1.61●●●●0774
sm●●●●●●@oles-cpa.com

View this contact

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The Sherrington Group - Planning for success. Managing for life. | sherringtongroup.com Reviews
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The Sherrington Group is an independent fee only financial planning firm founded in 1997 and a Registered Investment Advisor (RIA) providing comprehensive financial planning and investment advisory services to individuals, corporations and non profit organizations.
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5 comprehensive financial planning
6 investment management
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The Sherrington Group - Planning for success. Managing for life. | sherringtongroup.com Reviews

https://sherringtongroup.com

The Sherrington Group is an independent fee only financial planning firm founded in 1997 and a Registered Investment Advisor (RIA) providing comprehensive financial planning and investment advisory services to individuals, corporations and non profit organizations.

INTERNAL PAGES

sherringtongroup.com sherringtongroup.com
1

The Sherrington Group - Planning for success. Managing for life.

http://www.sherringtongroup.com/beliefs.asp

Joel Oles CPA, PFS. Richard Caw CFP , AIF. We recognize there is a significant degree of discretion and confidence involved in the advisor and client relationship. We believe that a personal client relationship should be based on trust and accountability. This level of trustworthiness, the type you would expect from a close friend, is earned through our personal responsibility and client service that is responsive and true to our commitments.

2

The Sherrington Group - Planning for success. Managing for life.

http://www.sherringtongroup.com/services.asp

The Sherrington Group offers two primary services, comprehensive financial planning and investment advisory management. Financial planning services follow a holistic approach. Each person's financial life is like a small pond with many lily pads, each lily pad representing a different aspect of their financial lives. Rarely can planning be completed in one area without creating a ripple effect across other areas. Our planning is detailed and overall impact is always considered. THE SHERRINGTON GROUP 1328...

3

The Sherrington Group - Planning for success. Managing for life.

http://www.sherringtongroup.com/process.asp

All of our services are built upon the same foundation of a four step process. The process begins with a needs based analysis and definition of goals. A plan of action is then formally established. Implementation of the strategy and ongoing management are the final steps of the process. Implementation of the formalized strategy is coordinated and monitored and may involve third party professionals from other areas. We provide assistance, motivation and accountability in implementing the plan. Once the pl...

4

The Sherrington Group - Planning for success. Managing for life.

http://www.sherringtongroup.com/meet_joel.asp

Joel Oles CPA, PFS. Richard Caw CFP , AIF. Joel F. Oles, CPA, PFS - President. Certified Public Accountant (CPA). Investment Advisor Representative (IAR), Ohio Division of Securities. National Association of Personal Financial Advisors (NAPFA). American Institute of Certified Public Accountants (AICPA). AICPA Personal Financial Planning Division. Financial Planning Association (FPA). Ohio Society of Certified Public Accountants. Florida Institute of Certified Public Accountants.

5

The Sherrington Group - Planning for success. Managing for life.

http://www.sherringtongroup.com/bigpicture.asp

Our clients' financial lives are like a lily pond with each lily pad representing a portion of their financial concerns and responsibilities. Whether those issues are retirement, college savings, care of loved ones, wealth preservation or a myriad of other ideas; decisions about one issue causes ripples in the pond and affects the other pads. This is the big picture. THE SHERRINGTON GROUP 1328 Dublin Road Suite 410 Columbus, OH 43215 Phone 614 485-2000 Fax 614 485-2002.

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THE SHERRINGTON GROUP 1328 Dublin Road Suite 410 Columbus, OH 43215 Phone 614 485-2000 Fax 614 485-2002.

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