A complete list of active advisors currently associated with Sterling Advisory Group LLC

Warmer can help you find a great advisor at Sterling Advisory Group LLC or one who fits your needs even better.

Sterling Advisory Group is a state‑registered independent investment adviser founded in 2023 that provides portfolio management, financial planning, and retirement plan consulting to high‑net‑worth individuals, families, employer‑sponsored qualified plans, pension plans, businesses, trusts, and foundations. The firm manages roughly $30 million in discretionary assets and serves both individual and institutional clients, including participant account management for defined contribution plans. The firm emphasizes Shariah‑compliant and socially responsible investment selection and implements strategic asset‑allocation models (aggressive, growth, balanced, conservative) using diversified ETFs, mutual funds, equities, fixed income and, for qualified investors, alternative investments. Most accounts are managed on a discretionary basis, custodied at Charles Schwab, and ongoing financial planning is integrated into the advisory relationship and reviews. Notably, Sterling provides portfolio management for institutional clients and pension consulting—services that are uncommon for solo independent advisers of this size—and indicates pension planning is included at no additional cost for new clients. The firm also uses a third‑party platform to provide discretionary participant account management for held‑away retirement assets and applies Shariah/ESG screening in its investment process.

To learn more about the advisors currently working at Sterling Advisory Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.