Launch Financial is a podcast about your finances and improving your financial health & education. Launch financial is hosted by Brad Sherman, president of Sherman Wealth Management, and Ashley Perlmutter, Financial Advisor and Director of Client Experience, fee-only registered investment advisory firm in Gaithersburg, MD.
Brad Sherman, of Sherman Wealth Management, talks with Charlie Birney about financial standards - Fiduciary and Suitability. Do you know the difference?