Sterling Financial Advisors, LLC

Overview

Sterling Financial Advisors, LLC is a privately owned advisory firm that focuses on portfolio management for individuals, families and small businesses, with an added capability to provide pension consulting services. The firm registered with the SEC in 2022 and operates as a limited liability company under individual ownership. Its stated investment preference is equities, and it manages client relationships primarily on a fee basis — using both a percentage-of-AUM schedule and fixed fees. Sterling is not flagged as an active ESG investor and does not present itself as a multi-state adviser. Investment activity centers on exchange-traded securities as the primary allocation vehicle; the firm uses mutual funds for core exposures and supplements client portfolios with selective private placements when an illiquid alternative allocation is appropriate. Advisory work appears oriented to discretionary portfolio management (the bulk of assets) while retaining a smaller set of non‑discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices