STERLING FINANCIAL GROUP LLC

Overview

Sterling Financial Group LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s service focus is financial planning delivered on a fixed‑fee basis, which suggests its client relationships center on planning and advice rather than traditional asset‑based revenue models. The adviser does not identify as an active ESG investor, does not act as a pension consultant or capital allocator, and is not structured as a multi‑state or related adviser. Given those attributes, Sterling Financial Group appears to rely on third‑party managers and packaged investment vehicles to implement client plans rather than building or managing in‑house investment products.

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Location & Offices