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Sherpa Financial Guides
SHERPA FINANCIAL GUIDES, INC. is a state-registered investment adviser with $9 million in regulatory assets under management. The firm employs 2 employees...
Overview
SHERPA FINANCIAL GUIDES, INC. is a state-registered investment adviser with $9 million in regulatory assets under management. The firm employs 2 employees and 2 investment advisers. It manages $9 million on a discretionary basis.
General information
Year founded
1997
Location
Region
North America
Country
United States
City
Afton
Corporate office
Parker, CO, United States
Frequently asked questions
How is Sherpa Financial Guides different from a large wealth manager or wirehouse?
The firm's independence — no broker-dealer affiliation, no proprietary product suite, and no shareholder pressure from a public parent — gives it a fiduciary-only incentive structure that wirehouses and bank-owned advisors cannot always replicate. However, its scale is far smaller than national aggregators like Creative Planning or Mercer Advisors, and it does not offer in-house tax preparation, estate legal services, or alternatives access, which larger platforms increasingly bundle.
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