Sierra Asset Management provides a breadth of fee only wealth management services to customers in the Fresno, Madera, Clovis, and Oakhurst areas. Whether you are looking for financial planning, asset management, or to set up your own retirement accounts (401 (K), IRA, etc.) we can answer your questions and get you on the track to financial freedom. Please browse our overview of services, and then give us a call to set up your complimentary initial wealth management consultation!
SAM Advisors, LLC is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. For information pertaining to the registration status of SAM Advisors, LLC, please visit the SEC on their website at www.adviserinfo.sec.gov. Registration of an investment adviser does not, and should not, imply any level of skill or training. A copy of SAM Advisors, LLC’s current written disclosure statement discussing SAM Advisors, LLC’s business operations, services, risks, and professional fees is available from SAM Advisors, LLC upon written request.
The contents on this webpage has been provided for informational purposes only and contains the opinions of SAM Advisors, LLC. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from SAM Advisors, LLC or a recommendation to pursue any particular investment strategy. Past performance does not guarantee future results. Inherent in any investment is the possibility of loss, including loss of principal.
The contents on this website may not be copied or distributed without SAM Advisors, LLC’s prior written approval.
We act as a fiduciary to manage your investment accounts. This means that we make all investment decisions in your account in accordance with what we believe is in your best interest. Adhering to a fee-only compensation model helps us meet our fiduciary obligation. We will never accept commissions or referral fees from any third party. We work solely for our clients, not any other company.
In addition to managing your portfolio, we also want to make sure that the rest of your financial situation is in order. From retirement planning to college funds to estate planning, and everything in between, we want to be there to help you make the best decision each step of the way. With two Certified Financial Planners (CFP) on staff, we will work with your tax preparer, attorney, family members, and other professionals to make sure that you will meet your financial goals.
We are bonded and insured to be the financial advisor for ERISA retirement plans. Hiring us to manage and select the investments in the plan can help to relieve the plan trustees of some of their fiduciary responsibilities. We will also help you decide which kind of retirement plan is best for your organization.