A complete list of active advisors currently associated with Sterling Financial Group LLC
Warmer can help you find a great advisor at Sterling Financial Group LLC or one who fits your needs even better.
Sterling Financial Group serves a small client base that includes individuals, trusts, estates, corporations and pension/profit sharing plans, delivering comprehensive financial planning, business consulting, and asset advisory consulting. The firm focuses on one-time or ongoing planning engagements rather than acting as an ongoing portfolio manager for client accounts. The firm’s work centers on a detailed fact-finding and planning process — covering retirement, estate, tax/cash flow, insurance and investment analysis — and it makes investment recommendations across securities, mutual funds, ETFs, annuities and occasionally hard assets or collectibles. Sterling relies on both fundamental and technical research sources and leaves implementation and choice of broker-dealer to the client, rather than exercising discretionary trading authority. Notably, Sterling does not provide portfolio management or charge percentage-of-assets fees, instead operating on fixed, project- and consulting-based engagements, a model that differs from many independent advisers. The sole-owner adviser also maintains affiliated brokerage and insurance activities and coordinates with outside professionals for implementation, which can result in separate compensation streams and client-directed execution choices.
To learn more about the advisors currently working at Sterling Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 37
|
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