About Sierra Asset Management
Sierra Asset Management, established in 1999, is a premier fee-only wealth management and financial consulting firm based in Oakhurst, California. Serving Central California, including the Fresno, Clovis, and Oakhurst areas, the company offers a superior level of asset management and advice to individuals, businesses, and organizations. They specialize in fee-only portfolio management, comprehensive financial planning (covering retirement, college funds, and estate planning), and dedicated employer retirement plans, acting as a bonded and insured financial advisor for ERISA retirement plans. Sierra Asset Management stands out through its unwavering commitment to a fiduciary standard of care, ensuring client interests are always prioritized. They utilize independent custodians for asset safekeeping, provide direct access to experienced portfolio managers, maintain reasonable costs, and actively guide clients to stay on track with their long-term investment goals. With a focus on personalized annual reviews, quarterly performance reports, and 24/7 account access, Sierra Asset Management is dedicated to helping clients achieve financial independence with ethical and moral conduct.
Website: https://www.sierraam.com/
Office Locations
- Oakhurst, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $323.3M
Team Members
- Don DeBernardi, Principal, CFP®
- Will Boyer, Analyst