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.
Our strategic partners are not captive to our business. They must prove their ability to consistently serve our clients financial plans, needs and goals with the highest degree of care and consideration.
We provide personalized client experiences in person, by Zoom. We have clients nationwide and look to engage and serve clients who are driven to succeed and meet financial goals.
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 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.