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E R V I N G   I N D I V I D U A L S,   C O U P L E S,   F A M I L I E S   &   B U S I N E S S  O W N E R S

Now that you've reached your next level of success, you need solutions.  Life and finances are more complicated.  You know there is more you should consider but you don't know where to start.

Financial Inter-dependence

  • Your taxes, estate, insurance, loans and investments are all interconnected.
  • You need someone who will make sure it is all working together for your best future.

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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!

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

What Do You Need Help With?

Am I&#160;invested at my ideal risk level?

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.

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Can I fund all my goals without running out of money?

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.

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Is my security too dependent on the stock market?

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.

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How do I protect my money from high taxes?

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. 

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*For illustrative purposes only. The tool is not meant to be a substitute for the services of a professional financial advisor. The Risk Number that is calculated by Nitrogen-Riskalyze is intended to initiate a risk/reward discussion with your financial advisor. Any information, data or analysis derived from Nitrogen-Riskalyze does not constitute investment advice, or an offer to buy or sell a security. As with any such tool, the results are hypothetical and based on the assumptions of the software designer(s).

Download Our 'Don't Panic' eBook!

With everything going on in the world, keeping perspective is essential as life and markets change. This whitepaper takes a look at how having a better understanding of the business cycle can help you stay focused during periods of economic transition. 

<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 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.

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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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Sherpa Financial Advisors is a family owned business and has been operating in Orange County for over 40 years.  We serve more than 150 households nationwide and manage over $60 million in assets. 

How can we help guide you today?

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Schedule a free 30-minute introductory call today!

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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today

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