Sheridan Road Financial Welcomes Senior Indianapolis Advisory Team

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“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.

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

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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 […]

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Sheridan Road Financial Hires Managing Director of Investment Research

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(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.

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

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

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

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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.

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