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, LLC is an SEC‑registered investment adviser managing roughly $201 million for about 393 clients, primarily individuals and high‑net‑worth individuals, and also serving charitable organizations and retirement plans. The firm provides discretionary portfolio management and financial planning, and additionally sponsors a wrap‑fee program and offers insurance and annuity products. The firm develops client‑specific Investment Policy Statements and employs a mix of analytical approaches — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — to implement long‑ and short‑term trading and covered‑options strategies. Portfolios typically use mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs) and Treasury inflation‑protected bonds, and the firm states a policy of equitable allocation across client accounts in pursuit of its fiduciary duties. Distinctive features include its role as a wrap‑fee program sponsor (relatively uncommon among peers) combined with multiple supervised persons who are licensed insurance agents and one who also operates as a real‑estate broker; the firm discloses and documents these relationships and potential conflicts of interest. It also operates with a small advisory team relative to its assets under management and participates in an institutional custody program that provides research and soft‑dollar benefits which may factor into custody and brokerage recommendations.

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.