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About CS Advisors Inc.


CS Advisors Inc. is a fee-only Registered Investment Advisory Firm located in Boca Raton, Florida. CS Advisors provides comprehensive fee-only financial planning and wealth management services to a wide variety of professionals, business owners, affluent clients, and business entities.

Our fee-only approach means that CS Advisors does not receive additional compensation or commissions from the recommendation or sale of financial products. Unlike financial advisors who act as both advisor and commissioned sales person, CS Advisors remains completely objective in the advice we give our clients.

Our Mission

At CS Advisors Inc., our mission is simple: To provide personalized wealth management and investment advice based on our years of experience. We help clients achieve their financial life goals, minimize financial concerns, and maximize their security. Our team of advisors strive to understand every client’s unique needs. Our role is to help each client make smart, well-informed wealth and investment decisions - providing greater financial independence, peace of mind, and the ability to achieve their life goals. 

  • Our investment strategies are designed and managed to meet the long-term goals of each client.

  • CS Advisors provides comprehensive wealth management and financial planning along with expert ongoing advice and service at a reasonable cost.

  • Our fee-only approach ensures complete transparency and provides the comfort of knowing that we are aligned with our client’s best interests. 

While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals.

Steve Sherman | President CS Advisors

Committed to providing comprehensive, objective, and honest financial management services.

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