A complete list of active advisors currently associated with Sterling Financial Management, Inc.

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

Sterling Financial Management serves individuals, trusts and retirement plans with tailored advisory services that include comprehensive financial planning, hourly consulting, and investment advisory services. Client portfolios are custom‑designed to each person’s objectives and may incorporate equities, mutual funds, ETFs, debt securities and government or municipal securities, with periodic supervision and reviews. The firm applies both fundamental and technical analysis and generally favors mutual funds and ETFs as part of a long‑term purchase strategy, using the Vision2020 Advisor Managed Portfolios platform for risk‑tolerance assessment, efficient‑frontier plotting, portfolio optimization and rebalancing. Accounts are managed on a non‑discretionary basis, so trades are implemented only with client consent, and clients receive regular reporting through Pershing custody statements and the Vision2020 consolidated portal. Noteworthy distinctions include the firm’s advisors’ affiliation as registered representatives of Osaic Wealth and licensure as insurance producers, which enables the sale of commissionable securities and insurance products alongside advisory services and is disclosed as a potential conflict of interest. The firm also sponsors a wrap‑fee Advisor Managed Portfolios program and manages about $7.1 million in primarily non‑discretionary assets for a small client base, a combination that can produce highly individualized planning but limits the advisor’s ability to trade without client approval.

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