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.
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.
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.
“And I really do believe that the most important thing is the way you live your life on earth. But I think it’s enormously comforting to believe that you’re going to see your loved ones. ”
— Barbara Walters