A complete list of active advisors currently associated with Sterling Oak Advisors
Warmer can help you find a great advisor at Sterling Oak Advisors or one who fits your needs even better.
Sterling Oak provides discretionary investment management, financial planning, and retirement plan advisory services to high‑net‑worth individuals and retirement plans. The firm acts as a fiduciary for retirement accounts and frames engagements around ongoing personal contact with clients. Portfolios are built primarily from dividend‑paying and dividend‑growing blue‑chip stocks and low‑cost ETFs, with a long‑term orientation while allowing shorter‑term trades for rebalancing, tax harvesting, or changing client needs. Sterling Oak employs macroeconomic, fundamental, technical and trend analysis, conducts ongoing monitoring with formal reviews at least annually, and may retain legacy holdings for tax or portfolio‑fit reasons. The brochure highlights two features that distinguish Sterling Oak from many peers: it offers performance‑based fee arrangements to “Qualified Clients” subject to high‑water mark calculations, and the firm’s principal is a licensed insurance professional who may receive commission‑based compensation for insurance sales. The firm discloses that insurance activities are separate from advisory services and notes the potential conflict of interest this creates.
To learn more about the advisors currently working at Sterling Oak Advisors, 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 |
|---|---|---|
Boston, MA
| 5
| |
Boston, MA
| 17
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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