Sterling Financial Advisors, LLC
SEC RegisteredServing you. Well.
About the firm
Sterling Financial is an investment advisory firm based in Omaha, NE, dedicated to helping individuals and organizations design customized financial strategies. Their consultative approach is described as personal and distinctive to each client's mission and objectives, with a focus on objective advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized financial strategies and objective advice for personal and organizational financial objectives, including wealth management, corporate retirement plan establishment and oversight, and investment resources.
Who they serve
Business owners, entrepreneurs, corporate executives, corporate retirement plan sponsors, families, retirees, and individuals experiencing sudden wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $29M |
| High Net Worth Individuals | 51 | $97M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sterling Financial Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched