Our mission is to provide tailored advice and investment management to help individuals realize their financial goals.
The process begins when we sit down with you and get to know who you are and where you want to be. Together, we will define your current and long-term financial needs. From this information, we will design a realistic, personalized investment strategy. Sierra Financial Advisory is an independent registered investment advisor with no proprietary products to promote or sell. Portfolios are designed with one objective in mind; to maximize the chances of our clients’ success.
We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, we will always be ready to adjust your portfolio. Our primary commitment is to your long-term financial success.
Our Investment Approach emphasizes downside risk management. While we aim for capital appreciation, we also manage assets with the knowledge that our typical client has entrusted us with their nest egg. Our strategy is not designed to make our clients rich, but rather to help them maintain the lifesyle to which they have become accustomed.