Fee-only Portfolio Management
Adhering to a fee-only compensation model helps us meet our fiduciary obligation. We work solely for our clients, not any other company.
Financial Planning
From retirement planning to college funds to estate planning, and everything in between, we want to be there to help you make the best decisions.
Employer Retirement Plans
We are bonded and insured to be the financial advisor for ERISA retirement plans. Let us help you pick the best plans for your organization.
A Superior Level of Asset Management & Advice
Sierra Asset Management was formed in 1999 with the purpose to be Central California’s finest locally owned, fee-only wealth management and financial consulting firm. Our services are provided to individuals, businesses and organizations that desire a superior level of asset management and advice. Sierra Asset Management fully embraces the “do for others as you would do for yourself” philosophy for our clients and fellow associates. We are actively involved in our community and proudly serve the Fresno, Clovis, and Oakhurst areas. We strive to set the highest standards of business, ethical, and moral conduct.
Join others in
Financial Independence
What Sets Us Apart
- We operate under a fiduciary standard of care, which means that we look out for the best interests of our clients and place their interests ahead of our own.
- We use a qualified, independent custodian for safekeeping of all client assets. Receiving statements from an independent custodian provides an additional layer of safety, helping clients know about transactions posted to their account, as well as providing a regular appraisal of individual security holdings and market values of assets held in their portfolios.
- Clients work directly with an experienced portfolio manager, not a sales person. We develop an investment program to meet each client’s unique objectives, while giving consideration to the risks we are likely to encounter along the way.
- We keep costs reasonable. This means delivering our services at a fair price, while working to reduce the outside fees, transaction costs and tax consequences that could otherwise erode a client’s account performance.
- We help clients stay on track. Emotions can have a profound impact on the success of an investment program. Long-term investing only works if we succeed at helping clients maintain discipline through the inevitable periods of weakness in the capital markets.
Meet Our Team
Don A. DeBernardi, CFP®
Principal
Will Boyer
Analyst
Kimberly Smith
Office Administrator
Getting Started
- Discuss your current financial situation including current retirement accounts (401(K), IRA, etc.), bank accounts, insurance, etc.
- Discuss your goals, both short term and long term for you and your family.
- Prioritize and plan your goals so we can work towards all of them in an efficient and effective manner.
- Act now! Contact us for your complimentary initial consultation
- Gather and organize all of your financial documents
- Come see us and begin the journey to financial independence
Quote of the Month
“I’ve had a lot of worries in my life, most of which never happened.”
— Mark Twain