A complete list of active advisors currently associated with The Sterling Group

Warmer can help you find a great advisor at The Sterling Group or one who fits your needs even better.

The Sterling Group advises individuals, high‑net‑worth individuals, professional fiduciaries, trusts and estates and provides a range of wealth management services including written financial planning, hourly financial consulting, discretionary asset management, access to third‑party portfolio managers, and 529 plan allocation services. The brochure states the firm manages client assets on both discretionary and non‑discretionary bases and provides written plans and implementation recommendations tailored to each client’s circumstances. The firm’s investment process centers on defining an appropriate investment objective and asset allocation, monitoring portfolios for diversification and overlap, and rebalancing as needed; it uses mutual funds, ETFs, individual securities, alternative investments and, when appropriate, third‑party managers. The brochure describes active oversight of manager selections and share‑class considerations, and notes the firm follows a fiduciary Code of Ethics and periodic account reviews to align portfolios with client goals. Compared with many peers, The Sterling Group discloses that it sponsors a wrap fee program and invites clients to request a separate Wrap Program Brochure, and it notes that it does not charge a management fee for 529 plan assets it manages. The ADV also details custodial relationships with LPL, Schwab and American Funds and discloses receipt of economic benefits (for example, production bonuses, stock options, and reduced‑cost attendance at custodian‑hosted events) and that it is deemed to have custody under standing letters of authorization — disclosures that may be less common among similar team firms.

To learn more about the advisors currently working at The Sterling Group, 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.