Cortnie Beaver, CFP®, CRPS®

Cortnie Beaver is a private wealth manager and employer plan specialist at Sterling Financial Management, serving businesses and individuals in the tri-state area. She focuses on the development, implementation, and ongoing monitoring of tailored financial strategies designed to meet the evolving needs of her diverse clients.

Cortnie offers a solutions-based approach to financial planning, specializing in comprehensive personal wealth management and customized corporate retirement plan solutions, including 401(k)s, SIMPLE IRAs, and profit-sharing strategies. She works closely with business owners to help fulfill fiduciary responsibilities, optimize plan features, and provide impactful financial education to employees. Using Wealth Vision, Cortnie provides clients with a consolidated, real-time view of their complete financial picture—integrating retirement strategies, wealth preservation, business planning, and risk management into one accessible online platform.

Cortnie earned a bachelor’s degree in accounting from the University of Phoenix and brings over 12 years of industry experience. Having previously served with Sterling Financial Management starting in 2014 for over five years, Cortnie returned to the firm as a Private Wealth Manager to continue providing clients with valued financial leadership. She holds both the Certified Financial Planner (CFP®) and Chartered Retirement Plan Specialist (CRPS®) designations, combining technical financial acumen with a client-centered perspective.

Deeply committed to her community, Cortnie actively serves in local leadership and civic organizations throughout Washington County and the surrounding region. She resides in Pennsylvania with her family.

Sterling Financial Management offers our clients access to a full range of financial products, including FDIC-insured CDs, institutional investment managers, stocks, bonds, mutual funds, and annuities. We create strategies that match our clients’ unique financial goals, time horizon, and risk tolerance with the appropriate investment products and services. Our clients discuss their financial needs with Sterling Financial Management because we have the essential experience, knowledge, and training to help them pursue their goals.

Investment Foundations for Your Lifetime

We understand that the financial goals of our clients continually change and require a dynamic selection of investment choices to keep pace. Sterling Financial Management has partnered with LPL Financial, one of the nation’s leading independent broker-dealers*. LPL Financial offers no proprietary products, providing access to independent research across every asset class. This enables Cortnie to concentrate her energy solely on delivering independent, personalized guidance for every client.

*As reported by Financial Planning magazine, 1996-2026, based on total revenue.