Broker Check

Why use The Sterling Group?

Why should you use The Sterling Group for comprehensive wealth management?

  • We are objective about financial planning. You pay us a fee to create a customized financial plan, which gives us the freedom to make it a suitable plan for you, not us. It's an objective plan created using every bit of expertise, knowledge, and experience at our disposal. This plan will incorporate strategies appropriate to your situation, and can be updated as your circumstances dictate.
  • We are objective about investment management. We strive to recommend the most appropriate investments, consistent with your strategic plan. Like our financial planning, you pay a fee for our investment management services. We have no reason to favor any investment product or brand.
  • You will have access to a team of professionals. By choosing The Sterling Group, you have access to the advantages of a coordinated team of advisors. In this day and age, financial management is not a one-person business. From equities to exchange-traded funds, from annuities to real estate, from municipal bonds to managed futures, the methods and means of investing are varied and complicated. The monitoring of these varied investments, and how they are integrated into a wealth management strategy requires a high degree of expertise.
    • As a client of The Sterling Group, you have that expertise at work for you every day. You have access to the advantages of our collective knowledge, and a coalition of experts. Our team is comprised of CERTIFIED FINANCIAL PLANNER™ practitioners and financial professionals who represent key areas of knowledge, including accounting, business, economics, and law. The result is sophisticated stewardship of your investment assets. Stewardship that works to create a comfort level you will value as an additional form of wealth.
    • Your team extends beyond the confines of The Sterling Group. We have selected LPL Financial as our broker/dealer. Your assets will be held with one of the largest independent brokerage firms in the nation*, giving us the opportunity to implement your plan using an unlimited array of financial instruments.
  • We are an appropriate size. The Sterling Group is its current size by choice, not by chance. We are large enough to offer the array of expertise that is needed; yet we're small enough to know and care about our clients as individuals.

*As reported in Financial Planning Magazine, June 1996-2018, based on total revenue.