Sherpa Financial Services
Financial Services, 722 Yorklyn Rd, Hockessin, Delaware, 19707, United States, 11-50 Employees
Phone Number: +13*********
Who is SHERPA FINANCIAL SERVICES
Sherpa Financial provides guidance to its clients by helping them navigate financial decisions in planning for retirement or income management so that you don't outlive your savings. We a...
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Headquarters: 722 Yorklyn Rd, Hockessin, Delaware, 19707, United States
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Date Founded: 1999
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 8742
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Sherpa Financial Services
Answer: Sherpa Financial Services's headquarters are located at 722 Yorklyn Rd, Hockessin, Delaware, 19707, United States
Answer: Sherpa Financial Services's phone number is +13*********
Answer: Sherpa Financial Services's official website is https://sherpafinancial.com
Answer: Sherpa Financial Services's revenue is $5 Million to $10 Million
Answer: Sherpa Financial Services's SIC: 8742
Answer: Sherpa Financial Services's NAICS: 523930
Answer: Sherpa Financial Services has 11-50 employees
Answer: Sherpa Financial Services is in Financial Services
Answer: Sherpa Financial Services contact info: Phone number: +13********* Website: https://sherpafinancial.com
Answer: Sherpa Financial provides guidance to its clients by helping them navigate financial decisions in planning for retirement or 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. Our focus is to develop a customized life map to help achieve your personal and financial goals. 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, money managers who trade actively in an attempt to "beat" the market, tend to underperform the markets they seek to outperform. 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 state your purpose for investing, your allocation, your methods, and how these policies are to be carried out. This should be an active document, and revisited on a regular basis.
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