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About Us

Sharon_Herman_HeadshotNot just part of the community – Helping our community address their financial and investment goals.

Sharon Herman is an LGBT financial advisor and has dedicated her investment advisory practice to helping the LGBT community address their financial goals. Being independent means that we can truly offer unbiased investment advice and direct clients towards the strategies best suited for them. We offer no proprietary products. Our commitment to excellence has made our firm one of the premier investment advisory firms in Florida.

Sharon Herman, AAMS, ADPA brings a decade of experience in the financial advisory field.

Accomplishments:

NGLCC_Logo2013 BWOTY logoEquality_FloridaLogo

 

 

 

 

 

  • First Accredited Domestic Partner Advisor (ADPA) in the country to be certified by the National Gay and Lesbian Chamber of Commerce (NGLCC) as an LGBT BE (Business Enterprise)
  • 2016 Business Person of the Year – Tampa Bay Gay and Lesbian Chamber of Commerce
  • 2014 Tampa Bay Business Woman of the Year finalist. Awarded by the Tampa Bay Business Journal for integrity, volunteerism and customer satisfaction
  • Grand Marshal Finalist for St. Pete Pride in 2013 and 2014!
  • 2013 and 2015 TBBJ Book of Lists
  • Sponsor Equality Florida Pinellas Gala/ Member Equality Florida Council
  • Member of the Tampa Bay Gay and Lesbian Chamber of Commerce
  • Member Balance Tampa Bay

Work with an Accredited Domestic Partner Advisor today. Work with someone who understands the unique needs of the LGBT community. Check us out on FINRA Broker Check !