Timothy E. Flatley ChFC®, President Sterling Investment Advisors Ltd.

1055 Westlakes Drive, Suite 150
Berwyn, PA 19312 610.560.0400

Sterling Investment Advisors recognizes that every situation—educating children, building retirement wealth, insuring against loss, reducing taxes, planning estates, setting up trusts, etc.—brings its own complexities. The objective of the firm’s team concept is to help clients develop a support group of professionals 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 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 and view the exclusive welcome letter for Worth magazine readers.

At a Glance

Financial Services Experience

30 years

Compensation Method

Asset-based, fixed and hourly fees

Primary Custodian for Investor Assets

Charles Schwab

Association Member Association for Corporate Growth
Assets Under Management Available upon request
Minimum Fee for Service None
professional services provided
  • Planning
  • investment-advisory and money-management services

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