Our Services

A Superior Level of Asset Management & Advice

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!

Fee-only Portfolio Management

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. 

Financial Planning

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.

Employer Sponsored Retirement Plans

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. 

Get Started Today!

What to Do:

  • 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

“Our favorite holding period is forever.”
– Warren Buffett