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Why We Do What We Do

Financially equipping people to make a difference in their families, communities and the world.


At some point in most of our lives we end up asking “WHY?”.  Why am I here?  Why am I doing this?  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.

We believe that everything we have – our time, talents, jobs, family, friends and possessions – is a gift from God and that He has given us these things to enjoy but also so that we can use them to encourage, love, serve and help others.  

And that is WHY Sherpa Financial Advisors is passionate about ensuring our clients financial plans are effective, comprehensive and accomplished with integrity.  We know many of you have families you would like to help financially or people and organizations in your local communities that need assistance or even communities overseas that you would like to serve and support.  We are eager to help you be able to do that.  We get so excited when we get to hear about your dreams and plans for how you are hoping to make a difference in your families, communities and the world. Through these types of discussions, our relationship with you grows deeper and our ability to guide and equip you comes more meaningful. 

At Sherpa Financial Advisors, we use our collaborative wealth management process to financially equip our clients to make a difference in their families, communities and the world.  We look forward to working with you.


* Visit our Beyond Sherpa page to see what kinds of efforts and organizations Sherpa Financial Advisors is investing in and supporting.