Sterling Investment Advisors

Sterling provides financial planning and investment advisory services to both individuals and corporations. For individuals, it combines financial planning with investment analysis to create a roadmap toward goals like retirement and education funding. For corporate clients, it offers retirement plan consulting aimed at improving employee investment outcomes, reducing plan costs, and minimizing administrative burdens.

Sterling states it maintains total independence in the selection of investment vehicles. This means it is not tied to any proprietary fund family or platform, allowing the firm to construct portfolios that are customized to the specific needs and goals of each individual or corporate account.

The firm's sole office is located at 1055 Westlakes Drive, Suite 150, in Berwyn, Pennsylvania. There are no additional office locations listed on the firm's website. The firm provides detailed driving directions from multiple regional routes, indicating its client base is drawn from the greater Philadelphia area.

The firm does not publicly disclose a minimum asset threshold or account size requirement. Its materials focus on a disciplined savings schedule and customized planning, suggesting it may work with clients across a range of asset levels rather than exclusively with ultra-high-net-worth individuals.

Sterling does not detail its specific fee schedule or compensation structure on its public website. As a registered investment adviser, it is required to provide a Form ADV Part 2 brochure to prospective clients, which would outline its fees, services, and any potential conflicts of interest.