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Sterling Financial Group
Sterling Financial Group is an SEC-registered investment adviser in Palm Harbor, FL, registered since 2026. The firm manages approximately $131 million in...
Sterling Financial Group
Sterling Financial Group is an SEC-registered investment adviser in Palm Harbor, FL, registered since 2026. The firm manages approximately $131 million in regulatory assets. It has 8 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Palm Harbor
Corporate office
Pasadena, CA, United States
Principals
Michael Hatch
CFP®, MBA, JD
Kody Brown
CFP®, CRPS®
Berkeley Harrison
CFA®
Danielle Smith
CFP®
Evelyn Cetina
Lisa Cortes
Teresa Madrigal
Sector focus
Frequently asked questions
What was the nature of Sterling Financial Group's combination with Sequoia Financial Group?
Sterling Financial Group's advisory business was acquired by and integrated into Sequoia Financial Group. The firm's website frames it as a partnership that preserves the Sterling team and client experience while adding Sequoia's 13-person centralized planning team and 20-plus member investment research group.
Who runs day-to-day client relationships at Sterling Financial Group?
The public-facing team includes Michael Hatch, Kody Brown, Berkeley Harrison, Danielle Smith, Evelyn Cetina, Lisa Cortes, and Teresa Madrigal. The firm emphasizes that the same team that was present prior to the Sequoia combination continues to serve clients.
Did the firm disclose its assets under management or client count?
No. Neither Sterling Financial Group's website nor available public records disclose a specific AUM figure, client household count, or total assets under advisement.
How does the firm serve clients going through a business sale or estate settlement?
Sterling Financial Group publicly states that it specializes in working with clients facing once-in-a-lifetime transitions such as business succession or settling an estate. Its integration with Sequoia added in-house planning and legal-adjacent resources intended to deepen that capability.
What investment vehicles are available to clients of Sterling Financial Group?
The firm has not published a specific list. It indicates that the partnership with Sequoia provides access to a wider range of investment vehicles and that a dedicated 20-plus-person investment research team supports portfolio construction.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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