Jeff Kropp Financial Advisor

Our Guiding Principles

At Sherpa Financial, we understand that navigating the financial landscape can be overwhelming. Our mission is to empower individuals and families to make informed financial decisions and achieve their goals. We achieve this through personalized financial planning, transparent communication, and innovative solutions tailored to your unique needs.

Who We Are

Led by experienced financial advisor Jeff Kropp, Sherpa Financial boasts a local team of professionals with over 11 years of expertise. We are affiliated with Woodbury, one of the nation's leading independent broker-dealers, backed by over 1500 advisors and a massive network of resources.

Our Services

We offer a comprehensive range of services to address all aspects of your financial life, including:

• Retirement Planning: Maximize your retirement accounts, plan for post-career income, and reduce tax burdens.
• Wealth Management: Build and protect your wealth through diversified investments, risk management, and estate planning.
• Tax Planning: Minimize your tax burden through strategic planning and compliance strategies.
• Estate Planning: Ensure your financial assets are protected and distributed according to your wishes.
• Insurance Planning: Gain peace of mind knowing you are adequately protected against unforeseen events.
• Healthcare Planning: Navigate the complexities of healthcare costs and planning for long-term care.

Our Process

We believe in a collaborative approach to financial planning, focusing on:

• Discovery: Understanding your unique situation, goals, and risk tolerance.
• Customization: Developing a personalized plan based on your individual needs and aspirations.
• Transparency: Open and clear communication throughout the process.
• Implementation: Putting your plan into action with efficient and timely steps.
• Review and Monitoring: Regularly reviewing and adjusting your plan to ensure its ongoing effectiveness.

Our Philosophy

Our philosophy is driven by the power of modern portfolio theory, emphasizing:

• Passive Investing: Utilizing low-cost funds and minimizing transaction costs for optimal returns.
• Risk Management: Balancing your portfolio to align with your individual risk tolerance and financial goals.
• Long-Term Focus: Investing for the long haul to achieve your financial dreams.