Advico
“Kyle who helped me get my company insurance, he is very professional ,knowledgeable, and super friendly.”
Best Financial Advisors in Sherwood Park, AB
24 firms listed · 11 in Sherwood Park · 3 open weekends · 17 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Sunesis Financial CFP | Edmonton Financial Advisor
“Matthew Hammond provided clear, straightforward advice and had first-rate communication; he helped me feel confident that I was making good decisions with my money.”
IPC Securities Corporation - Russ Elford
Cyca Financial Services
“He is the right guy if you're looking for a great guy to handle and look after your finances.”
Fusion Financial Management
Kurylo Insurance Services
“Great experience, Great team, highly recommend for those in the Edmonton area.”
The 24 firms listed for Sherwood Park, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Sherwood Park, AB
11 of the 24 firms we list are based in Sherwood Park; the other 13 serve Sherwood Park from Edmonton and Lancaster Park. 20 of the firms on this page have a rating, from 3.5 to 5.0 across 1,559 reviews; 6 have 50 or more reviews and 17 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (5), insurance (2), retirement planning (2) and tax planning (2). 1 shows a licence on its website. 9 have ten or more years of experience, the longest 27 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Sherwood Park offer a free first meeting?
3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
Moneta Financial Planning
Edmonton Wealth Management Group
Burgett Financial Services
Estate Strategies
Ventures North Financial Group
Sisip Financial
Capital Edge Financial Planning
“Dave (& Peggy) were really wonderful and personable to work with while creating a financial/investment plans and goals.”
Voyage Financial - Since 2009. Mdrt Advisor.
“Dhaval Shah is simply the best in his line of business—knowledgeable, dependable, and always focused on delivering exceptional results.”
Yourwealth Advisory / Aligned Capital Partners Inc.
“We always feel welcomed when we reach out, it is easy to adjust contributions based on whatever life is throwing at us.”
Money Mentors Edmonton
“Professional, efficient, friendly, and respectful - critical qualities especially given the very personal and emotionally charged nature of their role and the sensitive matters they are processing!”
World Financial Group
“He explained everything thoroughly and went over things in detail so that I had all the information I needed to help me make decisions for the type of insurance that best suited my needs.”
McGuire Financial Group
“Glen was a great presenter and all the examples were easy to follow along in the notebook.”
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KWB Accountants & Advisors
“What a great knowledgeable group 7 stars for miss deliahs kindness even in tough times”
Blackburn Davis Financial
“She takes into consideration all my needs, my future goals and gives me thorough advice.”
Statera Financial Planners
“They take care to keep abreast of current financial developments and economic trends so that they can provide personal advice on your financial strategy based on your circumstances and appetite for risk.”
High Level Wealth Management
“He explains complex financial concepts very clearly and has helped us plan for the future.”
Bespoke Book
“Really experienced employees and very cooperative.”
D W Good Investments
“That proactive approach has translated into returns that have outpaced every other advisor and institution I've worked with, to the point where all of my investments are now exclusively under DWGood management.”
Why these companies made our list
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