Jeff brings with him a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management. His primary focus is financial planning for those in, or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client.
Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops. Jeff currently resides in West Grove with his wife Honey Beth, and their son, Braydon, and daughter, Emerson. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son's hockey and soccer teams.
Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops. Jeff currently resides in West Grove with his wife Honey Beth, and their son, Braydon, and daughter, Emerson. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son's hockey and soccer teams.
Services
Sherpa Financial believes in modern portfolio theory and uses its principles as we manage investments for clients. While many advisors are focused on beating the market, we are focused on leveraging the power of the market. As such we are passive investors and believe that academic research is clear that over the long-term, investors are appropriately rewarded for the amount of risk they take in their portfolios.
One of the most important components of any successful advisory relationship* is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally. We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk.
With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can make a real difference, both for your family and your business.
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs.And if you don't have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs.And if you don't have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.
If you'd like the schedule a call, or just have general questions for me, feel free to call me at (610) 624-1665, email at jkropp@sherpafinancial.com, or enter some basic information in the form to the left. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638.
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