Just as corporations have Chief Financial Officers, we consider ourselves to be somewhat like a personal CFO. We work with a team of accountants, attorneys, insurance specialists and other professionals to collaborate together as we examine our clients' unique situation. Because we believe these financial areas are interdependent, not independent, we use this comprehensive approach to wealth management and develop individual client solutions based on our cooperative team analysis. Learn more about our collaborative Wealth Management Process.
Most people have questions about whether they're making the right financial decisions. Even if you already have an advisor, a complimentary second opinion (or another viewpoint) could ease some of your concerns.
We believe we are blessed so that we may be a blessing to others. Thus, we choose to give a portion of our time, talents and finances to a variety of local and global organizations.
At the end of the day, if we don’t know why we are doing something then it begins to feel meaningless. Our most rewarding goal at Sherpa Financial Advisors is to help you figure out the WHY behind your financial plans.
As an independent firm, we believe financial solutions should begin with a deep understanding of the client's unique needs unlike the traditional model which begins with products that need to be sold.
Why limit your choices to just the stock and bond markets?
Our five step Wealth Management Process is designed to help our clients make informed decisions about their finances.
Maxed out your 401(k) and still owe the tax man a big bill in April?
The SFA does not give tax or legal advice.
We cannot guarantee future financial results.