# Sterling Financial Group

Sterling Financial Group is a Bank / Wealth / Trust based in Palm Harbor, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Palm Harbor, United States
- **Region:** North America
- **Address:** Pasadena, CA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.sterlingfg.com
- **LinkedIn:** https://www.linkedin.com/company/sterling-financial-group

## About

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.

## Sectors

- Wealth Management

## People

- Michael Hatch — CFP®, MBA, JD
- Kody Brown — CFP®, CRPS®
- Berkeley Harrison — CFA®
- Danielle Smith — CFP®
- Evelyn Cetina
- Lisa Cortes
- Teresa Madrigal

## 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.

## Related profiles

- [Sterling Capital Management](https://altss.com/profile/sterling-capital-management)
- [SterlingForte](https://altss.com/profile/sterlingforte)

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Last updated: 2026-06-03T20:00:00.000Z

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