Adhering to a fee-only compensation model helps us meet our fiduciary obligation. We work solely for our clients, not any other company.
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.
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 set the highest standards of business, ethical, and moral conduct.
“Our favorite holding period is forever.”
– Warren Buffett