Values Based Holding Corp

Values Based Holding Corp is the parent co for Syverson Strege and Co, Sherpa, Charitable Resource Center, & Transition Point Business Advisors. Syverson Strege and Company provides fee-only financial planning to individuals and families to become gr...

Values Based Holding Corp is the parent co for Syverson Strege and Co, Sherpa, Charitable Resource Center, & Transition Point Business Advisors. Syverson Strege and Company provides fee-only financial planning to individuals and families to become great stewards of their resources enabling them to pursue an enriched and fulfilled life. Sherpa Investment Management is a fee-only firm that helps individuals and groups navigate through the different financial terrains with portfolio reviews, investment management, goal projection services (GPS), and policy statement design. Charitable Giving Resource Center provides strategic advice and service to help philanthropic organizations and individuals magnify the impact of their resources and stewardship to achieve their goals. Transition Point Business Advisors helps closely held and family businesses transition to their next chapter harmoniously, with enhanced performance.