A complete list of active advisors currently associated with Sterling Financial Advisors, LLC

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

The firm works with individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering asset management and pension consulting services. Its asset management is provided through wrap accounts and the adviser manages both discretionary and non-discretionary assets for clients. Investment implementation generally allocates among equities, bonds, fixed-income securities and mutual funds, using fundamental and technical analysis and a mix of long- and short-term purchase strategies. Accounts are reviewed at least annually, and pension consulting engagements include plan setup support, ongoing investment evaluations and participant education while pension clients retain brokerage control and proxy voting. Noteworthy features include operating a wrap-fee program—a relatively uncommon arrangement for firms of this size—and providing pension consulting that explicitly reviews plan fees and assists with participant enrollment. The brochure also discloses that some advisers are licensed to sell insurance, which may create commission-related conflicts of interest, while reporting no civil, administrative, or self-regulatory disclosures.

To learn more about the advisors currently working at Sterling Financial Advisors, 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.