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You're not just a portfolio. We support your mission.

<strong>Your Family</strong>

Your Family

Do you hope to be able to give your children a down payment for their first home or fund your grandkids' college educations?

<strong>Your Community</strong>

Your Community

Do you desire to have more time available to coach your child's sports team or volunteer at your local soup kitchen?

<strong>Your World</strong>

Your World

Do you dream of supplying the funds needed to build a water well in Africa or provide grants to couples adopting from China?

Many of our clients have reached a new level of success in their careers or businesses and are ready for the next chapter but are unsure how to support both their financial needs and desire to make an impact. 

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 we work with a team of accountants, attorneys, insurance specialists and other professionals to collaborate together as we examine each client's 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.

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<strong>The Sherpa Expedition</strong>

The Sherpa Expedition

We know you need a plan that supports both your financial needs and your mission. At Sherpa Financial Advisors we believe you are more than just a portfolio. And that is why we have guided dozens of clients to leverage their success so they can make an impact in their families, communities and the world.  

Are you financially prepared?

You need a plan that supports your financial needs, lifestyle and desire to make a difference.  

Take our five question Readiness Assessment to find out if you are prepared.

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Are you ready to make an impact?

Don’t let misunderstandings prevent you from establishing your legacy. 

Download our guide to three common misconceptions that might be holding you back from making an impact.

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

<strong>An Alliance of Advisors</strong>

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.

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<strong>Beyond Sherpa</strong>

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.

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<strong>Why We Do What We Do</strong>

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.

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How can we help guide you today?

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