Broker Check

A Tale of Two Models

Sherpa Financial Advisors is an independent financial firm because we begin with our clients at the top, not products or services that need to be sold.  The following video and graph provide a visual overview of how this will impact your experience with us as a client.


The suggested solutions should only be used as a starting point for a client and Sherpa Financial Advisors to further explore with the client's personal team of professional advisors.