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Sterling Financial Management, Inc.
       
 
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Sterling Financial Management, Inc.
 
 
Mission statement: 

Our firm is committed to helping investors reach their life’s goals through proactive planning and prudent investing. Our team creates a financial roadmap by asking the right questions so that you can attain your financial goals and peace of mind.  Clients will have access to technology and financial information that will help them understand their total financial picture and their progress towards reaching their goals.  We provide measurable results in an easy and understandable way and will make sure our client’s legal, insurance, and investment plans are working together.  
History: 

Dave Neterer founded the firm in December 2009 to better serve you – the client. In December of 2010, Dave was joined by three other financial advisors and a registered sales assistant and client service specialist. Ned Remavege and Michael Fyock, two advisors with over 35 years experience, have opened an office in Frederick MD and are supported by Kelly Batey. Steve Hose, CFP®, ChFC® is a CERTIFIED FINANCIAL PLANNERTM professional as well as a Charter Financial Consultant and has over 20 years experience and is working out of Martinsburg WV.

We work hard to help simplify our clients’ financial lives, optimize their investments, and provide a financial plan for the future. We use a consultative process to help them grow and protect their wealth and pursue their most important financial goals with a reliable process. We have a multitude of alternatives for conducting true, unbiased financial planning and conflict free asset management. We specialize in financial planning, investment management, insurance, college funding, tax, estate and retirement planning for both individuals and businesses.

The consultants of Sterling Financial Management have partnered with LPL Financial, one of the largest organizations of independent financial representatives in the country*.  Clients have $268.9 billion in brokerage and advisory assets with LPL Financial as of 9/30/09.  They offer their independent advisors access to unbiased research on stocks, bonds, mutual funds, annuities, and asset managers across every asset class.  With no proprietary products, LPL Financial is able to offer truly unbiased independent advice.  These services greatly enable Sterling Financial Management to effectively help their clients by offering impartial solutions to the challenges of wealth accumulation, protection, and management.


 
 
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