Sierra Asset Management is a locally owned, fee-only wealth management and financial consulting firm based in Oakhurst, CA. With a focus on providing a superior level of asset management and advice, they offer services to individuals, businesses, and organizations in the Fresno, Clovis, and Oakhurst areas. Operating under a fiduciary standard of care, they prioritize their clients' best interests and work directly with experienced portfolio managers to develop investment programs tailored to each client's unique objectives.
Sierra Asset Management stands out by using a qualified, independent custodian for safekeeping of client assets, keeping costs reasonable, and helping clients stay on track by maintaining discipline in the face of market fluctuations. Committed to ethical and moral conduct, they are actively involved in the community and strive to set the highest standards in their business practices. With a comprehensive range of services including fee-only portfolio management, financial planning, and employer retirement plans, Sierra Asset Management is dedicated to helping clients achieve financial independence.
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