1825 Howell Road,

Suite 5

Hagerstown, MD 21740

6919 Baltimore National Pike,

Suite C

Frederick, MD 21702

(301) 733-7777​​​
(301) 473-7777

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 
 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, DE, FL, GA, IN, KS, KY, MA, MD, MI, MS, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WV

Our Process

1. Meet the Team

You’ll meet the Sterling Financial Management Team where we’ll get to know one another. You’ll also learn about our Wealth Management Process. We’ll discuss what your specific needs and goals are for your financial future.

2. Discovery Meeting

During this in-depth conversation we’ll discuss your goals and objectives in order to begin the framework for your customized plan. In addition to your goals and objectives, we will review your current assets and liabilities, cash flow, investments, insurance, etc., so that we can determine the best approach to pursuing your financial needs.

4. Implementation

Once you are satisfied with your customized portfolio, the Sterling Financial Management Team will implement the appropriate investments in your account.

3. Develop 

This is when the construction of your customized investment portfolio gets underway. We will do our best to make this process quick and easy for you. After development you will be invited back to meet with us to review our proposal.

5. Relationship Management

You can count on us for continuous evaluation of your plan and investments, and to make appropriate changes as needed. As questions, concerns or financial issues come up, our team will provide ongoing and collaborative support to you.