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?
Your Community
Do you desire to have more time available to coach your child's sports team or volunteer at a local homeless shelter?
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?
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.
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 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.