We strive to identify and understand your financial goals and then provide you with what we believe to be the best options to achieve those goals. Our firm is independently owned, which means we do not have the pressure to sell products and are not limited to proprietary products marketed by many national planning firms. Our autonomy allows us to do what we believe is right for our clients. We are fiduciaries and your interests comes first.

OUR APPROACH

Comprehensive Financial Planning: At Sterling Advisory Services, it is our job to help you reach your financial goals. We work together to create a customized plan for you and your family. Our comprehensive financial plan addresses all aspects of your financial life. While the planning process can seem complex, we intend to make it elegantly simple and easy for you. The ultimate goal of our process is to give you the peace of mind that comes from knowing that the important steps have been taken. Results are monitored to insure that your plan reflects your changing needs and situations.

Fee-Based Portfolio Management: We believe effective portfolio management begins with understanding each client's goals and desires and integrating this into every investment decision. Combined with a disciplined approach to managing risk, we strive to exceed client expectations for performance, capital preservation and personalized service.

We are able to offer a variety of stocks, bonds, EFTs and mutual funds in a portfolio designed for you based on your financial goals, your risk tolerance and your time horizon.