Sheridan Road Financial Welcomes Senior Indianapolis Advisory Team

“Brett and his team, Steve Davis, Justin Fisk, Brandon Lewis, and Cindy Ruble, are an ideal fit for Sheridan Road,” says Daniel Bryant, Managing Partner.

Barron’s Magazine Names Sheridan Road Financial to Top Institutional Consultants List

Firm Named the #4 Advisor Team in the Country for Institutional Consulting Chicago, IL – May 12, 2016 – Sheridan Road Financial in Chicago, Illinois. was recently named a Top […]

Sheridan Road Financial Hires Managing Director of Investment Research

(Chicago, Illinois) Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that the firm has hired Linda Coffey as a senior member of the team in the Chicago office.

Sheridan Road Financial Welcomed The Plan Sponsor University (“TPSU”) to Nashville on September 2nd at Vanderbilt

Sheridan Road Financial Chief Executive Officer, Daniel Bryant, was The Plan Sponsor University Adjunct Lecturer at Vanderbilt University on September 2nd.

Independent Financial Partners Plan Advisors Advocates for Retirement Plans on Capitol Hill

Two members of IFP Plan Advisors, a division of Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser, were selected as delegates to the National Association of Plan Advisors’ (NAPA) D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors, July 21-22.