Meet the Team
The People Behind FoxHedge Advisors
Phil Sherman, CFP®, CPFA®, NQPC™
Founder | Lead Advisor
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.
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 golfing poorly, attending local sporting events, or volunteering in the community.
Jon Metz, CPFA®
Lead Advisor
Jon is a Retirement Plan Consultant and Lead Advisor at FoxHedge Advisors, where he partners with business owners, retirement plan committees, and individual investors to help them develop and implement strategies aligned with their financial goals. Drawing on years of experience in retirement plan consulting and wealth management, Jon provides strategic guidance designed to help clients navigate complex financial decisions with confidence.
Jon’s interest in financial services began during college after taking a Math for the Real-World course that explored investing, loan amortization, and personal finance fundamentals. The experience transformed his perspective on money and inspired him to pursue a career dedicated to financial education and planning.
Jon is passionate about helping organizations develop effective retirement programs and helping individuals make informed decisions in pursuit of their long-term financial goals. Prior to joining FoxHedge Advisors, Jon served as a retirement plan specialist and consultant for a The Vanguard Group, helping business owners evaluate their financial needs and implement tailored retirement plan solutions. Today, he continues to advise employers on retirement plan design, fiduciary best practices, and participant outcomes, while also working closely with individuals and families on wealth management strategies.
Outside the office, Jon enjoys spending time with his wife and two daughters in Lake Oswego, Oregon. Whether tending the family’s herb garden, cheering on basketball games and dance recitals, or exploring new destinations together, family remains at the center of his life.
At FoxHedge Advisors, Jon combines his industry experience, a consultative approach, and a genuine passion for education to help clients make informed decisions in pursuit of their long-term financial goals.
Our Credentials
Our founder holds the CFP®, CPFA®, and NQPC™ designations, and has been recognized by some of the most respected voices in the industry, named PLANADVISER Retirement Plan Advisor of the Year for Participant Service in 2024, and a finalist for 403(b) Advisor of the Year in both 2025 and 2026. Our credentials reflect the experience and qualifications we bring to serving clients.
*PLANADVISER’s 2024 Retirement Plan Adviser of the Year Award: For Plan Participant 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 in participating or winning this award. The award is not indicative of future performance. https://www.planadviser.com/awards/2024-retirement-plan-adviser-year/
*PLANADVISER’s 2025 403(b) Plan Service Retirement Plan Adviser of the Year Award: For 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 in participating or winning this award. The award is not indicative of future performance. https://www.planadviser.com/a…t-plan-adviser-year/
*PLANADVISER’s 2026 403(b) Plan Service Retirement Plan Adviser of the Year Award: For 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 in participating or winning this award. The award is not indicative of future performance. https://www.planadviser.com/a…t-plan-adviser-year/