About Us

I founded this firm with a commitment to remain small. As technology has allowed advisors to service many client relationships, it's also stolen some of the richness that comes with the deep professional relationship that grows over time. Psychologist Robin Dunbar theorized that human beings can really only maintain around 150 quality relationships. Professionally, my commitment is to have no more than 60 client relationships.

I offer comprehensive, fee-only financial planning advice which includes investment management services. I do not sell insurance, prepare tax returns, nor draft estate plans, however, I will review what you have and coordinate with your other professionals.

If you're interested in learning more about me or the firm, please contact me. Initial consultations are complimentary.

Three Sheep Wealth Management , LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.