advisors

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

1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

flatleyt@sterling-advisors.com sterling-advisors.com 610.560.0400

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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