Broker Check

Our Philosophy

Our mission is to provide tailored advice and investment management to help individuals realize their financial goals.


How We Work

The process begins when we sit down with you and get to know you. Together, we will define your current and long-term financial needs and design a realistic, personalized investment strategy.  Sierra Financial Advisory is an independent registered investment advisor with no proprietary products to promote or sell. 

Portfolios are designed with one objective in mind: to maximize the chances of our clients’ success.

We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, we will always be ready to adjust your portfolio. Our primary commitment is to your long-term financial success.

Our Investment Approach emphasizes downside risk management.  While we aim for capital appreciation, we also manage assets with the knowledge that our typical client has entrusted us with their nest egg.  Our strategy is not designed to make our clients rich, but rather to help them maintain the lifestyle to which they have become accustomed.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  800-969-8939