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About

Guided Support for Independent Clients

Sherpa Financial clients are independent decision-makers who take their financial present, future, and legacy seriously. Much like the person setting out to climb a mountain, our clients understand the importance of being active participants in the process. They are making the effort to get educated about their financial options, but they also realize that the journey will go much more smoothly with an experienced guide to support them.

A sherpa is the expert on the mountain, offering guidance and support to those who are ready to do the work. This is how we support our financial planning clients. We join them on their personal journey, focus on their objectives, and provide insight about the route that will help them achieve their goals.

Sherpa Financial clients are informed, savvy individuals who understand the value of working with an expert to successfully accomplish their financial priorities.

YOUR FINANCIAL PLAN IS TOO IMPORTANT TO OUTSOURCE.  PARTNER WITH A GUIDE WHO IS FOCUSED ON SUPPORTING YOU TO ACHIEVE YOUR UNIQUE GOALS.
Elizabeth Herman
Registered Investment Advisor & Registered Social Security Analyst
(215) 272-6431
eherman@sherpafinancial.com

Liz Herman is passionate about serving each client with personalized service. After more than 30 years in the Financial Services Industry, one thing she knows is that no two clients are on the same financial journey. She is excited to support each client as they explore their needs for today and goals for the future. Liz’s intention with each client is to provide practical education, realistic projections, and sound advice so together they can map out the strategy that is consistent with the client’s values, style, and relationship to money.

Liz developed her passion for helping independent decision-makers with financial planning and wealth management after growing up in a single-parent home and then carving out her own way in life alongside her husband. At a young age, she learned the importance of developing a savvy attitude towards money and an understanding of how it could work well for her. She determined that a career of guiding others to learn these same financial skills would be the best application of her time and talents.

  • Accredited Behavioral Finance Professional
  • Investment Advisor Representative
  • Licensed for Life, Accident, and Health Insurance
  • Registered for FINRA Series 6, 63, and 65