The Financial SherpaFinancial advisor in Madison, CT

The Financial Sherpa is a financial advisor in Madison, CT, ranked #9 of 86 financial advisors in Madison and rated 4.9 from 11 Google reviews. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Madison, CTUpdated November 9, 20260 paid placements in any rankingHow we rank

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Key facts

Key facts about The Financial Sherpa
Website	financial-sherpa.com
Hours	Monday to Friday: 8 AM – 8 PM; Saturday: 10 AM – 4:45 PM; Sunday: 10 AM – 2:30 PM
Google rating	4.9 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Madison and 12 towns within 25 miles: Hamden, North Haven, New Haven, East Haven, West Haven, Wallingford Center, Branford, Wallingford, North Branford, Orange, Ansonia and Seymour.

Based in Madison, CTView on map

Opening hours

Opening hours for The Financial Sherpa
Day	Hours
Monday	8 AM – 8 PMevening
Tuesday	8 AM – 8 PMevening
Wednesday	8 AM – 8 PMevening
Thursday	8 AM – 8 PMevening
Friday	8 AM – 8 PMevening
Saturday	10 AM – 4:45 PM
Sunday	10 AM – 2:30 PM

Open evenings (after 6 PM)
Open Saturdays
Open Sundays

Questions about The Financial Sherpa

How is The Financial Sherpa ranked in Madison?

The Financial Sherpa is ranked #9 of 86 financial advisors in Madison by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are The Financial Sherpa’s hours?

The Financial Sherpa is open 7 days a week. Its listed hours are Monday to Friday, 8 AM – 8 PM; Saturday, 10 AM – 4:45 PM; Sunday, 10 AM – 2:30 PM. On Saturdays it is open 10 AM to 4:45 PM, and on Sundays 10 AM to 2:30 PM. Hours come from the business listing; holiday hours may differ.

What areas does The Financial Sherpa serve?

Serves Madison and 12 towns within 25 miles: Hamden, North Haven, New Haven, East Haven, West Haven, Wallingford Center, Branford, Wallingford, North Branford, Orange, Ansonia and Seymour. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about The Financial Sherpa?

The Financial Sherpa has a rating of 4.9 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

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Compare nearby financial advisors

The Financial Sherpa compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
The Financial Sherpa (this business)	—	67	4.9 (11)	Yes	Yes
Bank of America (with Drive-thru ATM)	#7	68	4.3 (31)	Yes	No	13.4 mi
Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC	#8	68	5.0 (41)	No	No	2.0 mi
Sound Wealth Advisors LLC	#10	67	5.0 (10)	No	No	17.5 mi

See all 86 ranked financial advisors in Madison