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Individualized financial services

Sterling Investment Advisors Ltd.

Sterling Investment Advisors recognizes that every situation— educating children, building retirement wealth, insuring against loss, reducing taxes, planning estates, setting up trusts, and the like—brings its own complexities. The objective of the firm’s team concept is to help clients develop a support group of professionals to whom to delegate the management of these issues. Sterling Investment Advisors, an independent wealth- management firm, is recognized as one of the Top 10 Independent Investment Advisors in Philadelphia by Barron’s WCO. The firm, which was named three times to the Philadelphia 100, honoring “the fastest-growing privately held entrepreneurial companies in the Philadelphia region,” has 30 years of investment experience with an independent orientation and utilizes proprietary trading strategies, with assets held at Charles Schwab.

Please visit Sterling Investment Advisors’ website at www.sterling-advisors.com and view the exclusive welcome letter for Worth magazine readers.

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Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2018 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

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