We are a full service fee-only financial planning & asset management firm. We do not sell any products or accept any commissions. Sierra Financial only represents our clients, not any products. We strive to provide the highest level of personalized service while offering professional, independent, unbiased advice. Jack Johnson is the owner of Sierra Financial Planning & Asset Management. He is both a Certified Financial Planner, CFP(R), as well as a Certified Public Accountant, CPA.
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We recommend a globally diversified portfolio utilizing low cost indexed investment vehicles. Exhaustive academic research has shown that investing in individual stocks, defined as active investing, almost always yields returns less than unmanaged market indexes. Because financial markets are efficient, any attempt to beat them frequently produces disastrous results.
Sierra Financial Planning & Asset Management is a fee only advisor whose only source of income is derived from its clients. We receive no compensation from any of the investments we recommend. We sell no commisioned based products. We have an annual fixed fee based on the complexity of a client's portfolio.
Sierra Financial Planning & Asset Management never takes possession of a client's funds. All funds are held by Charles Schwab Institutional. Charles Schwab is one of world's largest brokerage firms with over $2 trillion of client assets. Charles Schwab provides monthly account statements and clients can access all of their account information at anytime at schwab.com.
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