Sherrod Wealth Management is an independent registered investment adviser based in Johnston, Iowa. Founded to put clients’ interests first, the firm provides coordinated financial guidance through Jonathan Sherrod, who personally leads client conversations, planning, and ongoing reviews. Its approach brings investments and financial decisions together in a plan tailored to each client’s circumstances, rather than treating accounts and goals separately.

Services include retirement planning, investment management, comprehensive financial planning, tax planning, estate and legacy planning, and protection and extended-care planning. The firm helps clients consider retirement income and Social Security timing, build portfolios aligned with their goals, coordinate income, spending, savings, and debt, and work with accountants and attorneys on tax and estate matters. It also helps clients prepare for illness, care needs, or lost income.

Sherrod Wealth Management works with physicians and medical professionals, executives, business owners, and people approaching or living in retirement. Its process starts with a free introductory call, followed by discovery, a plan presentation, implementation, and regular reviews.