Is Our Approach Right For You?
Our 3-step process considers all aspects of your finances across seven life dimensions.
Welcome to Our Family Office!
Kristin and I have owned Sherpa Financial Advisors since 2010. While some couples would find it difficult to work alongside their spouse, we have always had a great working relationship and love this aspect of our life together. Even our three children have been part of our business, coming in over the years to help with filing, shredding and organizing!
Owning a family office makes our time with our clients feel personal. Many of our clients we also consider friends and enjoy hearing about all aspects of their lives. We invite you to come in and meet us in person!
- Mike Spieler, Owner & President
Am I invested at my ideal risk level?
Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment* built upon a Nobel Prize-winning framework, and learning your risk number only takes a couple of minutes.
Can I fund all my goals without running out of money?
Using our comprehensive software program, we can evaluate the probability of success for your financial plan, make recommended changes and even test for risks outside your control. Let us test whether you are on track to meet your goals.
Is my security too dependent on the stock market?
Your portfolio should be protected from fluctuations in the stock market so we try to evaluate additional options to grow an account or generate income. As an independent firm, we are not tied to the products of any one company or to a select few.
How do I protect my money from high taxes?
For high income earners, taxes are always on your mind. You likely worry how you can minimize what you will owe. Some of the most commonly used strategies can help but you may want to consider additional less commonly discussed strategies as well.
An Alliance of Advisors
Sherpa is part of a community of independent advisors who collaborate together to share ideas and brainstorm solutions. As a registered representative with the Strategic Financial Alliance, we have a team of people behind us to help 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.