Sterling Investment Advisors, Ltd. Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Sterling Investment Advisors, Ltd. is a SEC registered investment advisory firm based in Berwyn, PA. Sterling offers wealth management and advisory services to individual and corporate clients. 

At Sterling, we provide our clients with a personal financial planning experience.  Our unique investment philosophy allows our clients to pursue and achieve their financial dreams

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Sterling Investment Advisors, Ltd. [“SIA”]), or any non-investment related content, made reference to directly or indirectly in this social media page will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from SIA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. SIA is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the SIA’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.sterling-advisors.com.

Find Sterling Investment Advisors, Ltd. employees' phone numbers or email addresses

Sterling Investment Advisors, Ltd. Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Sterling Investment Advisors, Ltd.'s Leadership

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    C. W.
    Chief Compliance Officer And Business Manager
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    M. S.
    Chief Compliance Officer
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    T. F.
    President And Founder
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    T. F.
    President
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    J. J.
    Partner And Wealth Management Solutions
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    S. D.
    Business Owner
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    S. F.
    Executive Vice President
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    D. N.
    Director Of Portfolio Mgmt
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Sterling Investment Advisors, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Sterling Investment Advisors, Ltd.

Name
Title
Contact Info
Location
Last Update
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    B. H.
    Associate Planner
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    United StatesPennsylvania
    Oct 17, 2025
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    G. F.
    Operations Analyst
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    United StatesPennsylvania
    Feb 19, 2026
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    T. E.
    Series 65 Investment Advisor Representative
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    United StatesArizona
    Nov 11, 2025
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    Q. M.
    Intern
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    Oct 18, 2024

Frequently Asked Questions

What is Sterling Investment Advisors, Ltd. known for?

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Sterling Investment Advisors, Ltd. was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 1055 Westlakes Drive Suite 150 Berwyn, Pennsylvania 19312 United States; you can contact the main corporate office by phone at . Explore Sterling Investment Advisors, Ltd.'s company overview page for more information.

What is Sterling Investment Advisors, Ltd.'s most common email format?

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Sterling Investment Advisors, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sterling Investment Advisors, Ltd. email formats with LeadIQ.

How many employees does Sterling Investment Advisors, Ltd. have currently?

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Sterling Investment Advisors, Ltd. has approximately 14 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Sterling Investment Advisors, Ltd.'s key employees and leadership?

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As of April 2026, Sterling Investment Advisors, Ltd.'s key employees include:

  • Chief Compliance Officer And Business Manager: C. W.
  • Chief Compliance Officer: M. S.
  • President And Founder: T. F.
  • President: T. F.
  • Partner And Wealth Management Solutions: J. J.

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