Sterling Edge Financial

Taking the edge out of finances, so you can relax about money

Feeling overwhelmed or stressed in the world of finance? You’re not alone.

We know there’s a lot of noise in the financial landscape, and it’s hard to know where to turn. Here at Sterling Edge Financial, we believe that above all, financial planning should be three things:

accessible, personal, and empowering.

Who Can We Help?

Anyone looking for a safe place to have an open discussion about your financial aspirations. Whether you’re facing a divorce, need clarity on executive benefits, planning for retirement, or simply seeking guidance on life’s journey, we’d be honored to help. We offer a supportive environment for anyone who needs an honest, transparent financial partner willing to walk alongside you. Discover how our consultation services or subscription plans can empower you to achieve your financial goals and build a brighter future.

Bespoke Financial Guidance

We take a hyper-personalized approach when it comes to giving advice. We don’t believe in generic financial products, so we focus on understanding your needs and goals and creating a plan that fits your life.

Meaningful Connections and Conversations

We offer a warm, remote environment to chat openly about your financial situation and goals. We then prepare you with the clarity, tools, and support you need to make informed financial decisions and achieve your dreams.

A Team of Advisors Who Care

Let a CERTIFIED FINANCIAL PLANNER™ guide you with care and expertise, right from the comfort of your own home. We are a fully remote team, so you’ll enjoy the flexibility our virtual appointments offer.

Check the background of investment professionals on FINRA’s BrokerCheck.

Schedule Your Initial Consultation Today!

Ready to relax about money? Let’s chat! Schedule your initial consultation to begin your personalized financial journey.

Call us today at 312-858-8934, or email us.

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Sterling Edge Financial