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Berwyn, PA Office

Team
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Sterling Investment Advisors Ltd. logo

Sterling Investment Advisors Ltd.

Team

Firm-wide stats for Sterling Investment Advisors Ltd.

Total advisors

7

Across 2 offices

Clients per advisor

62 Typical

Avg AUM per client

$2,449,112 Very High

HNW client ratio

45% High

About

Sterling Investment Advisors, Ltd. is a SEC‑registered, team-based investment adviser that provides discretionary portfolio management to individuals (including high‑net‑worth households), pension and profit‑sharing plans, and other entities, and also offers stand‑alone financial planning and retirement plan consulting. The firm generally charges percentage‑of‑assets fees and may include clients’ personal retirement accounts within managed portfolios when directed.

The firm develops individualized investment policies through personal discussions and implements them across mutual funds, ETFs, individual securities, independent managers, and, when appropriate, private and interval funds, with ongoing supervision and periodic reviews. Sterling expressly includes derivative‑related strategies in its toolkit — discussing options, covered‑call writing, and inverse/enhanced funds — and may provide cryptocurrency exposure via exchange‑traded or managed products when suitable for a client’s objectives.

Compared with many peer teams, Sterling publicly references third‑party ratings in its materials and makes active use of derivatives and leveraged/inverse strategies within separately managed accounts, practices that are less common among similar firms. The firm also integrates account‑aggregation platforms (eMoney and ByAllAccounts), can recommend independent managers and private funds, and has personnel who are separately registered to effect commission transactions and insurance sales, offering multiple implementation pathways beyond standard advisory arrangements.

Based on Sterling Investment Advisors Ltd.

Expertise

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Based on Sterling Investment Advisors Ltd.

Location

1055 Westlakes Drive, Suite 150

Berwyn PA 19312

Advisors at this office

6

Advisors at this office

user avatar

Conor B

Series 65

Berwyn, PA

Sterling Investment Advisors Ltd.

Conor Bradley is a financial advisor at Sterling Investment Advisors Ltd. with a Series 65 credential. He has one year of industry experience and has previously worked at Lincoln Financial, SEI Investments, and Matus Windows. Sterling Investment Advisors Ltd. is a SEC-registered, team-based investment adviser serving individuals, pension and profit-sharing plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, and derivatives.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Gabriel F

Series 65

Berwyn, PA

Sterling Investment Advisors Ltd.

Gabriel Fairorth is a financial advisor at Sterling Investment Advisors Ltd. with four years of industry experience. He holds a Series 65 credential and has worked at Sterling since 2021. Outside of his advisory role, he assists with club activities at Waynesborough Country Club. Sterling Investment Advisors Ltd. is a team-based, SEC-registered firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and other entities. The firm uses a variety of investment strategies, including derivative-related approaches and cryptocurrency exposure when appropriate, and incorporates account-aggregation platforms and multiple implementation pathways.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Matthew C

Series 63, Series 65

Berwyn, PA

Sterling Investment Advisors Ltd.

Matthew Croley is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Sterling Investment Advisors since 2007 and also worked at Purshe Kaplan Sterling Investments from 2011. Croley is a licensed independent insurance agent and serves as a notary public, primarily notarizing documents for his firm’s clients. Sterling Investment Advisors, Ltd. manages nearly $1 billion in discretionary assets for individuals, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as interval and private funds, tailoring portfolios through client discussions and ongoing supervision.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Bray H

CFP®, ChFC®, Series 63, Series 65

Berwyn, PA

Sterling Investment Advisors Ltd.

Bray Hansel is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Sterling Investment Advisors Ltd. since 2017. Prior to joining Sterling, he worked at Radnor Financial Advisors for one year. Outside of his advisory role, Hansel coaches girls' soccer teams at Penn Fusion Soccer Academy. Sterling Investment Advisors Ltd. manages nearly $1 billion in discretionary assets for individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as private and interval funds, tailoring portfolios through client-driven investment policies.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Sean F

CFP®, Series 66

Berwyn, PA

Sterling Investment Advisors Ltd.

Sean Flatley is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Sterling Investment Advisors Ltd. since 2000 and also worked at Purshe Kaplan Sterling Investments from 2011. Outside of his advisory work, he is a musician and serves as chairman of a networking group within the Irish American Business Chamber & Network. Sterling Investment Advisors, Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and business entities. The firm manages nearly $1 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, derivatives, and cryptocurrency-related products.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)
user avatar

David N

Series 65, Series 66

Berwyn, PA

Sterling Investment Advisors Ltd.

David Newcomb is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Sterling Investment Advisors Ltd. since 2006 and at Purshe Kaplan Sterling Investments since 2011. Outside of his advisory work, he serves as a member of the Board of Elders at Christ Community Church. Sterling Investment Advisors Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm manages nearly $1 billion in assets and employs a range of investment strategies, including the use of derivatives and cryptocurrency exposure where appropriate.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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