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Financially equipping people to make an impact in their families, communities and the world.

Financial

In-ter-de-pend-ence

Things that are interdependent are related to one another in such a close way that each one needs the other in order to exist.  That's why at Sherpa Financial Advisors, we work with a team of accountants, attorneys, insurance specialists and other professionals to collaborate together as we examine our clients' unique situation. Whether we collaborate with your established CPA and attorney or our own professional team, 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.

An Alliance of Advisors

Sherpa is part of a community of independent advisors who collaborate together to share ideas and brainstorm solutions.  As a partner with the Strategic Financial Alliance, we have a team of people behind us to ensure we are well equipped to support our clients’ goals.

Beyond Sherpa

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.

Why We Do What We Do

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.

A Tale of Two Models

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.

Sherpa Financial Advisors has been in business in Orange County for over 30 years. We serve more than 150 households nationwide and manage over $60 million in assets.

Which model is the best choice for you?

There are two approaches with how guidance and solutions can be directed to clients - the Traditional model and the Independent model.  Traditional firms, such as big banks or institutions, are focused on products that need to be sold.  This puts the client at the bottom of the process.  Independent firms, such as Sherpa Financial Advisors, work with clients to thoroughly assess their unique situation and then determine solutions based on their individual needs and goals.  This puts the client at the top of the process.  To learn more, click here.

Who We Serve

We serve a broad range of clients with a variety of backgrounds, careers, locations, life stages and future goals.  However, over the course of our 30-year history we have found a significant portion of our clients classify themselves in one of the following four categories:

Educators

We are surrounded by educators in our families and among our friends and clients.  In fact, one of our team members, Vicki Lucas, worked for FVSD for 21 years before joining Sherpa.  We know and understand that educators have unique financial needs, especially as it relates to pensions and retirement.  We’ve been working with educators since the business was founded 30 years ago and continue to help this important group of clients.

Healthcare Professionals

Throughout the past 30 years we have helped many doctors, nurses and other members of the healthcare community as they navigate their careers, protect their wealth, take care of their families and plan for retirement.  We have many family members, friends and clients that work in the important field of healthcare so we are passionate about helping them be successful.

Business Owners

Business owners have unique needs, especially as it relates to mitigating taxes through 401K and deferred benefit plans.  As business owners ourselves, we understand the financial challenges and opportunities business owners face. We enjoy helping these individuals navigate the financial complexities of owning a business while simultaneously protecting and strengthening their own family’s financial structure.

Philanthropists

Our primary purpose at Sherpa Financial Advisors has always been to equip our clients to make a financial impact whether it be for sake of their own families or for a local or global organization or mission that they are passionate about helping.  We love working with clients that are excited about giving and we work hard to help you be able to earn, save and then give as much as you desire.

What is your biggest financial question?

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