The Financial Sherpa, Inc. is a Registered Investment Adviser (RIA) that operates on a fee-only basis, acting as a fiduciary for its clients. The firm, founded by Sean M. Lesh, specializes in providing comprehensive financial planning and investment management services. Its mission is to deliver unbiased, expert financial guidance to help clients navigate complex financial decisions related to retirement, investments, and life transitions, much like a Sherpa guides a climber.

Founded in

United States