Few words about us


About us

As an independent, fee only, Registered Investment Advisor (RIA) The Financial Sherpa is your independent “Go to” resource for all things related to money – spending, saving and investing; now and ongoing.
Every relationship is as unique as you and includes a personally developed mix of financial planing and financial guidance as well as portfolio management and investment advisory services.

Experience:


With over 20 years of financial advisory expertise, James Beyersdorf, AAMS has now formed his own financial services firm, Financial Sherpa, to meet the unique needs of families, charities and creatives on a more personal level. As an independent Registered Investment Advisor, James is now able to open up the world of investing to his clients in a way that transcends their scope of possibilities, extending far beyond their traditional broker/advisor relationships.

Green Business Certification:


Financial Sherpa is a proud to carry the Green America’s Green Business Certification. The Green Business Network is a vibrant community of over 3,000 environmentally and socially responsible businesses, the first and largest of its kind in the US. The network is powered by Green America, the leading green economy non-profit whose mission is to harness the economic power of consumers and businesses to create a more just and sustainable economy.

Serving locally and Internationally:


James serves on the board of his local Rotary International Club. Rotary International is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who see a world where people unite and take action to create lasting change – across the globe, in our communities, and in ourselves. We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.