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

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

Sterling Range Financial Management, LLC provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients such as non-profits and corporations. The firm manages approximately $98.6 million across about 40 client accounts and works with account types including brokerages, trusts, IRAs, self‑employed and small business plans, and corporate retirement plans. The firm’s investment approach is long‑term and total‑return oriented, emphasizing global asset allocation, broad diversification, and low‑cost, liquid investments with Exchange Traded Funds as the primary vehicle. Sterling Range documents client goals in an Investment Policy Statement, applies tax‑aware techniques (including tax‑loss harvesting), provides behavioral coaching, and the sole advisor reviews client accounts at least monthly and implements portfolios on a discretionary basis. Compared with many independent solo advisers, Sterling Range’s client mix is notable for its regular work with charitable organizations and corporate/business clients in addition to individuals—client types that are uncommon among peers. The firm manages all assets internally (does not use or select third‑party managers), does not participate in wrap programs or accept commissions, and operates under a fiduciary standard with direct fee debit authority for client billing.

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