Sierra Financial Advisors, LLC was established in 2001 with the goal of providing simple, honest, trusted financial planning and investment advice. Our partnership with KBCA, LLC Accountants and Advisors and Sierra Insurance Advisors, LLC ensures that our clients’ entire financial picture is considered upon design and implementation of his or her investment plan. This approach to wealth management considers not only investment consulting but also the advanced planning issues of estate planning and tax management, as well as wealth transfer and preservation. Our offices are located in Carson City and Reno, NV.
It is our philosophy that your financial plan should reflect you. That’s why our advisors take a disciplined, holistic approach to understanding what’s most important to you—investments, taxes, retirement, estate planning, insurance or charitable/education planning, we know how to ask the right questions. From there, we create a plan that facilitates solutions tailored to your specific financial goals. We also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. It’s a long-term partnership built around you.
We have a comprehensive suite of investment products and services you need to turn your goals into reality. This allows you to build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while our annuity and insurance products can help to protect your financial future.
We want to be your trusted advisor, partnering with you on your journey toward financial clarity, prosperity, and overall well-being.