About Us

At SIA we are client-focused and results-driven. We believe in lasting relationships built on results. We use time tested wealth building strategies while maintaining the ability to innovate when market conditions require.
 
SIA provides its financial guidance on a fee-only basis, as a fiduciary our advisors’ are always directly aligned with our clients’ interests. This results in a professional relationship where clients are confident that their financial future is being cared for every step of the way, and that decisions about their investments are being made for the right reasons.
 
At SIA, we know that each client is unique. We seek first to understand your current situation and future goals and then custom tailor a solution to make those goals become a reality. Paying attention to the details of each client’s individual circumstances is at the heart of our service. You can trust Sterling Investment Advisor to guide you and your family to a secure and prosperous future.

SIA provides its financial guidance on a fee-only basis, which aligns our advisors’ interests directly with our clients’ interests. The end result is a professional relationship where clients are confident that their financial future is being cared for every step of the way, and that decisions about their investments are being made for the right reasons, rather than advisor incentives or commissions.

At SIA, we believe that the client’s portfolio must take into account where they are and where they want to end up, as well as all of the unique circumstances that apply to their situation. This attention to detail and individual circumstance is at the heart of our service. We work with individuals and institutions to customize and manage portfolios designed to optimize their probability of success.

We take our role as trusted advisor seriously, using proprietary strategies and techniques that have been developed over the course of multiple market cycles.

Connect With Us

Feel free to reach out to us with any questions you might have or to let us know how we can serve you.

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