Sterling Financial Management, Inc.

Overview

Sterling Financial Management, Inc. is an independent RIA organized as a corporation and owned by an individual. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. It operates both as a registered representative of a broker‑dealer and as an insurance broker, and charges clients by a percentage of assets under management and by hourly fees. The firm identifies itself as an active ESG investor and reports that it does not act as a capital allocator to outside funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices