Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, LLC a registered investment advisor. Sheridan Road Advisors, LLC and Sheridan Road Financial, LLC are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AL, CA, DE, FL, IL, IN, KY, MI, MN, MO, MS, NC, NJ, NY, OH, OK, PA, TN, TX, WA, WI
Financial Planning
/in Wealth Management /by Sheri FittsSheridan Road provides comprehensive financial planning services customized to all our clients. Sheridan Road specializes in developing a detailed assessment of our client’s financial situation, understanding their goals and objectives and […]
Fiduciary Audit Package
/in Retirement Services /by Sheri FittsSheridan Road offers plan sponsor fiduciaries (known as Investment Stewards) the most extensive protection available in the market. Our co-fiduciary offering is unparalled in the industry because it meets the […]
Plan Design Services
/in Retirement Services /by Sheri FittsIn the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making […]
Vendor Search Process
/in Retirement Services /by Sheri FittsThe retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee […]
Employee Communication
/in Retirement Services /by Sheri FittsA successful communication program is critical to the success of a company’s retirement plan. Enrollment and education specialists at Sheridan Road understand that the development of an effective communication program […]
Investment Due Diligence
/in Retirement Services /by Sheri FittsMarket volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. Sheridan Road will work with the retirement plan […]