Sterling Financial Management, Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. We customize strategies that help you transform your prosperity into a lifestyle for today and a legacy for your future.
Dave Neterer founded the firm in December 2009 to better serve you – the client. Since establishing Sterling Financial Management, Dave has been joined by five other LPL Financial Advisors. Dave Neterer and Ken Smith, two advisors with over 45 years’ experience, have an office located in Hagerstown and are supported by Cortnie House and Margie Yeager. Ned Remavege and Michael Fyock, two advisors with over 35 years’ experience, have an office located in Frederick MD and are supported by Kelly Batey. Steve Hose, CFP®, ChFC® is a Certified Financial PlannerTM professional as well as a Charter Financial Consultant and has over 15 years’ experience and is working out of Martinsburg WV. Judd McCoy is an advisor with over 28 years of experience and is working out of Annapolis, MD.
We work hard to help simplify our clients’ financial lives, optimize their investments, and organize their personal financial planning. It is a consultative process to help them grow and protect their wealth and pursue their most important financial goals with a reliable process. We have a multitude of alternatives for conducting true, unbiased financial planning and conflict free discretionary asset management. We specialize in investment, insurance, college funding, tax, estate planning and retirement for both individuals and businesses.
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