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Sherpa Financial

Tel: (302) 235-1284
722 Yorklyn Road
Suite 300
Hockessin, Delaware  19707
Sherpa Financial | Financial Advisor in Hockessin,Delaware

About Sherpa Financial

Sherpa Financial provides guidance in planning for retirement with experience in income management so that you don't outlive your savings. We are committed to helping our clients make smart decisions about their wealth while developing long term investment strategies. We are held together by an investment philosophy based on a basic fact: Markets perform over time. It is a fact that most of the time, those money managers who trade actively in an attempt to "beat" the market, tend to underperform the markets they seek to outperform, and mostly because of transaction costs. Individual investors, as tracked by the independent research company Dalbar, consistently underperform the major stock indexes by a significant degree. Therefore we believe in a structured asset allocation approach, personalized to each person's or family's anticipated cash flows, utilizing a disciplined, consistent strategy. We also strongly advocate the use of an Investment Policy Statement (IPS) to clearly s


General Information

Services:   Financial planning, Retirement income, Estate planning, Income planning, Expense/budgeting, Social security, Corporate benefits, Business succession, Asset location, Long-term care, Eldercare counseling, Trusts & wills, Titling of assets, Valuation/projections

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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