15707 Rockfield Boulevard,
Financially equipping our clients to make an impact in their families, communities and the world.
Do you hope to be able to give your children a down payment for their first home or fund your grandkids' college educations?
Do you desire to have more time available to coach your child's sports team or volunteer at a local homeless shelter?
Do you dream of supplying the funds needed to build a water well in Africa or provide grants to couples adopting from China?
We know you have worked hard to be successful. You deserve to be confident about your financial future while making a difference in the lives of others.
Schedule a free 30-min introductory call to help you stop feeling uncertain and move forward with confidence!
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.
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.
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.
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.
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 help ensure we are well equipped to support our clients’ goals.
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.
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.
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