Maclendon Wealth Management, LLC

Kilburn Sherman is a financial advisor at Maclendon Wealth Management, LLC, holding the PFS™ designation with one year of industry experience. He has been involved with SJO Worldwide LLC since 2012, serving as Managing Director and focusing on investment evaluation and personal/private equity investments. Maclendon Wealth Management is a two-advisor SEC-registered firm that serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $129.7 million in discretionary assets. The firm employs a customized asset allocation process with ongoing rebalancing and utilizes a range of investment vehicles including ETFs, individual equities and debt, mutual funds, and allocations to Independent Managers.

Jeremy Office is a financial advisor with Maclendon Wealth Management, LLC, holding the CFP® and ChFC® designations and a Series 66 license. He has 23 years of industry experience and has worked at Comprehensive Asset Management & Servicing, Inc. since 2014, alongside his ongoing role at Maclendon Wealth Management since 2011. Outside of his advisory work, he serves as a trustee, managing account oversight, tax coordination, and trust reviews. Maclendon Wealth Management is a two-advisor SEC-registered firm serving individuals, trusts, estates, charitable organizations, and business entities, including many high-net-worth clients. The firm focuses on customized asset allocation and ongoing rebalancing, utilizing ETFs, individual securities, mutual funds, and Independent Managers to manage approximately $129.7 million in discretionary assets for a select client base.