A complete list of active advisors currently associated with Stern Capital Management, Inc.

Warmer can help you find a great advisor at Stern Capital Management, Inc. or one who fits your needs even better.

Stern Capital Management provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients — including high‑net‑worth individuals — as well as charitable organizations and plan participants. The firm manages accounts using model asset allocation portfolios invested mainly in mutual funds and ETFs and offers services on both a discretionary and non‑discretionary basis. Portfolios are implemented and monitored at the model level (with quarterly reviews of the models) and accounts are managed to the portfolio’s stated goal rather than bespoke security selection for each client, though clients may impose reasonable investment restrictions. The firm also delivers standalone financial planning and rollover guidance and sends routine reminders for clients to update suitability information. Distinctive features include a high client load relative to the number of advisors — roughly 649 clients across three advisors — so client relationships are administered at scale through model portfolios and institutional custody arrangements that provide access to institutional trading and pricing. Some advisory personnel are licensed insurance agents and may receive commission compensation for insurance product sales, a conflict the firm discloses and seeks to manage through written disclosures, internal policies, and client choice about implementation.

To learn more about the advisors currently working at Stern Capital Management, Inc., 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.