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

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

Sterling Manor Financial provides discretionary and non-discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and pension or profit‑sharing plans. The firm documents client goals and restrictions in an Investment Policy Statement and offers tailored programs that may use model portfolios to implement advice. The firm requests discretionary trading authority for many accounts, conducts quarterly reviews, and employs a mix of analytical approaches (fundamental, technical, quantitative, and modern portfolio theory) to inform long‑ and short‑term trading, covered options strategies, and asset allocation. Investment recommendations generally focus on mutual funds, fixed income, equities, ETFs (including precious‑metals ETFs), annuities and Treasury Inflation‑Protected Securities, and the firm discloses use of model portfolios and portfolio monitoring practices. Sterling Manor is notable among similar small advisory firms for sponsoring a wrap‑fee program and for having multiple advisers who are licensed insurance agents and may accept commissions for insurance or annuity sales—relationships the brochure discloses as potential conflicts of interest with procedures to document and inform clients. The firm also participates in an institutional custody program with access to research and soft‑dollar benefits and has no stated account minimums.

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