Sherpa Financial Guides, Inc.

Overview

Sherpa Financial Guides, Inc. is an independent registered investment adviser focused on serving individual and family clients, with supplemental services for small businesses. The firm leans toward equity-oriented portfolios: exchange-traded equities represent the single largest asset class in client portfolios. Advisory work centers on financial planning and portfolio management, and Sherpa also operates as an insurance broker, integrating insurance and annuity solutions into client strategies when appropriate. Fee arrangements are flexible—percentage of AUM, hourly engagements, and fixed-fee arrangements are all used—allowing the firm to tailor pricing to client needs. Sherpa is not positioned as an active ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices