Sterling Wealth Management, headquartered in Champaign, Illinois, is a fee-only, independent advisory firm founded in 2004 with the mission to provide honest, personalized financial guidance. The firm offers comprehensive wealth management services, including investment consulting, tax strategies, estate planning, and philanthropic advising, tailored to the unique needs of high-net-worth individuals and families.

Emphasizing a consultative approach, Sterling acts as a personal Chief Financial Officer for clients, coordinating all aspects of their financial lives to align resources with personal values. Their investment philosophy is grounded in evidence-based strategies, focusing on diversification, low costs, and disciplined processes to manage risk and achieve long-term goals.

Committed to building lifelong relationships, Sterling treats each client as part of their extended family, ensuring individualized attention and proactive service. The firm’s dedication to education and community involvement further underscores its holistic approach to wealth management.