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

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

Sterling Advisory Services, LLC provides investment advisory and portfolio management services to individual clients and reports managing about $6.2 million in client assets. The firm serves a very small client base (two clients) and uses the common percentage-of-AUM fee arrangements used by many independent advisors. The advisor has operated the firm since 2013 and delivers individualized portfolio management and client service as the sole registered representative. The principal’s concurrent role as Operational Manager of the tax department at an affiliated accounting firm is described in the brochure and allows for coordination between investment recommendations and tax or accounting considerations. What distinguishes the firm from most peers is its affiliation with an accounting practice (Koehler & Associates), a configuration reported by only a small minority of independent RIAs, and the principal’s membership in a separate real estate entity (Sterling K. Properties, LLC). The brochure also discloses no disciplinary history.

To learn more about the advisors currently working at Sterling Advisory Services, 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.