Phil Sherman
Phil Sherman is the Founder and Principal of FoxHedge Advisors, LLC an independent advisory firm providing wealth management and retirement plan consulting to individuals, families, businesses, nonprofits, and governmental organizations. He founded the firm with the belief that the best financial advice combines thoughtful strategy, a commitment to fiduciary principles, and education to help clients make confident financial decisions.
As a CFP® professional, Phil advises individuals and families on investment management, retirement planning, and long-term wealth strategies. He also serves as a trusted consultant to employers on 401(k), 403(b), 401(a), 457(b), cash balance, and nonqualified deferred compensation plans. He partners with organizations to support fiduciary governance, evaluate plan design, and help employees make informed financial decisions.
Phil was named the recipient of PLANADVISER’s 2024 Retirement Plan Adviser of the Year Award for Participant Service* and has been nominated for the publication’s 403(b) Adviser of the Year Award in both 2025 and 2026. A frequent national speaker, he shares insights on participant engagement, financial wellness, fiduciary governance, and retirement plan best practices.
He serves as President of the Western Pension & Benefits Council’s Portland Chapter, is a member of the Retirement Advisor Council Advisory Council, and serves on the PLANADVISER Advisory Board. Phil earned a Bachelor of Science in Economics from the University of Illinois Urbana-Champaign.
Raised in a family of educators, Phil believes financial advice is most valuable when clients understand the “why” behind every recommendation. That philosophy continues to guide his work with both wealth management and retirement plan clients.
Outside of work, Phil enjoys exploring the Pacific Northwest with his wife and their dog, Ted. He can often be found camping, attending Timbers and Blazers games, or volunteering in the community.
*PLANADVISER’s 2024 Retirement Plan Adviser of the Year Award, *PLANADVISER’s 2025 403(b) Plan Service Retirement Plan Adviser of the Year Award & PLANADVISER’s 2026 403(b) Plan Service Retirement Plan Adviser of the Year Award:
For Plan Participant Service & 403(b) Plan Service, PlanAdviser accepted nominations from plan sponsors only. Self-nominations were prohibited. The award winners are based on a mixture of qualitative and quantitative measures, including tenure in the business, retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients’ plans, essay answers and compliance records. Finalists were interviewed by judges before a winner was selected. There was no compensation involved for participating in or winning this award. The award is not indicative of future performance.
https://www.planadviser.com/awards/2024-retirement-plan-adviser-year/
https://www.planadviser.com/awards/2025-retirement-plan-adviser-year/
https://www.planadviser.com/awards/2026-retirement-plan-adviser-year/
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