Sierra Wealth Advisors Client Welcome

Our heartfelt thanks to Keith Merson CFP® for placing his trust in us. After many years of providing excellent client advisory services through Sierra Wealth Advisors, his retirement is well earned and we wish him the very best going forward.

We thank you for your interest in us, and invite you to browse this website, where you will find a wealth of information about who we are, how we work with clients, and what our fee structure looks like.

While we are currently not accepting new outside clients until summer, we have set aside resources specifically to be of service to Keith’s valued Sierra Wealth Advisors clients. You may call us directly at 916-587-5100 to schedule a complimentary Get Acquainted meeting with us via Zoom, which Keith has very graciously agreed to participate in.

Please use the menu at the top of this page, or go directly to a specific page by clicking a link below:

Thank you for considering us, and we look forward to meeting with you soon to learn if we are good fit for your needs. We hope to become a trusted financial resource for you now, and in the years ahead.