Sterling Edge Financial is a people first organization. We are not owned by a bank, insurance company, investment management firm, wall street or a private equity group. Our ownership and structure allow us the ability and freedom to provide objective advice and solutions that best serve your financial plan.
We enjoy meeting our clients in their home's, office's or our office in Chicago. For clients who live outside of Chicago or with limited time to meet in person we offer meetings by way of Zoom and Skype.
Sterling Edge Financial creates unique individually designed and delivered Financial Planning experiences and engagements. Our goal is to empower our clients to make more informed financial decisions. Give them courses of action and advice to support their financial goals. Provide on going professional accountability, guidance and recommendations to support their journey.
Prospective clients who go through our process will receive a no-obligation proposal for services that clearly outlines the scope of work, services and cost. If it makes sense we move forward and work together.
A key difference at Sterling Edge Financial is our monthly subscription model, streamlined technology and ability to deliver highly detailed financial advice in an ongoing manner as your financial journey evolves, changes and grows.
Traditional firms typically require their clients have a minimum of a million dollars of investable assets or guide their clients to a one time only high commission transaction. At Sterling Edge Financial, our clients pay us a reasonable fee, for the actual amount of work performed, as they need it, from small questions to big projects.
We do not have an investment minimum and have financial planning services starting at $199.00 per month.
Your financial strategy or plan may need or benefit from services we do not offer. Services such as but not limited to: tax preparation, tax advice, banking services, home loans, estate planning, business loans, book keeping, property and casualty insurance, health insurance and employee benefits. In those areas we are able to provide qualified introductions and referrals.
We empower, educate and empathize with our clients one meaningful engagement at a time.
We create and maintain a culture of leadership, service, education, empowerment and empathy
We serve our community, country and families
We serve as a guide to our clients purpose, needs, goals, aspirations and challenges. What that means to us is to think and act big. Anyone can do the work assigned. We seek to do the work required. The work required seeks to actively drive value for life outside of your day to day finances. To do that we deliver engagements, advice, introductions and experiences to help you serve your greater purpose outside of your financial life. We service to be the ear you can trust to discuss what matters to you most as your life evolves changes.