Sterling Edge Financial

Empathetic Planning. Empowered Living.

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At Sterling Edge Financial, we cut through the noise of today's financial landscape to deliver clear, practical guidance. Our mission is to make financial planning deeply personal to the life you want to live and empower you every step of the way. 
Wherever You're Starting From, We'll Meet You There
Explore Our Two Planning Packages:

Edge Alliance

Custom Plan. Professional Management.
Our Recommended & Most Valuable Approach.
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Edge Blueprint

Designed by Professionals. Directed by You.
For the DIY Implementer Who Wants Experienced Guidance. 
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"I'm so thrilled to have found Sterling Edge Financial. I've tried to speak with others over the years and only end up being sold insurance instead of receiving the financial help I've asked for. I finally found someone trustworthy who listens. Thrilled with how easy it is to talk about our financial future and making the moves needed to ensure our money works for us. I would highly recommend." 
 
- Leslie B.
 
"Kit and his team have been exceptional to work with. As the first financial management group we have ever used, they have been extremely helpful in steering our family towards retirement and financial growth. The team is very flexible in scheduling meetings, etc. and are positive, motivated and engaged with us. 5 stars across the board. Highly recommend!" 
 
 
- Brian S.
 
"I’ve known Kit now for over a decade and he is one of the nicest, smartest and most ethical advisors you will find. He gives honest advice and does more than just manage your investments like most advisors…he is holistic. He also has assisted with a small non-profit 401k plan and been great to our employees. I’d highly recommend Kit and his team at Sterling Edge for any financing advising needs." 
 
- David C.
 
"I'm so thrilled to have found Sterling Edge Financial. I've tried to speak with others over the years and only end up being sold insurance instead of receiving the financial help I've asked for. I finally found someone trustworthy who listens. Thrilled with how easy it is to talk about our financial future and making the moves needed to ensure our money works for us. I would highly recommend." Leslie B.
"I’ve known Kit now for over a decade and he is one of the nicest, smartest and most ethical advisors you will find. He gives honest advice and does more than just manage your investments like most advisors…he is holistic. He also has assisted with a small non-profit 401k plan and been great to our employees. I’d highly recommend Kit and his team at Sterling Edge for any financing advising needs."  David Camp
"Kit and his team have been exceptional to work with. As the first financial management group we have ever used, they have been extremely helpful in steering our family towards retirement and financial growth. The team is very flexible in scheduling meetings, etc. and are positive, motivated and engaged with us. 5 stars across the board. Highly recommend!" Brian Studdard

IMPORTANT DISCLOSURE: Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Discover what’s possible. It starts with understanding where you are today. It starts with a conversation.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AK, AZ, CA, CT, CO, FL, ID,IL, IN, KS, MA, MD, MI, MN, MO, NC, NM, NY, OH, OK, PA, TN, TX, WA and WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registeredi nvestment Advisor. Fixed insurance offered through James K. Lancaster. Cambridge and Sterling Edge Financial are not affiliated. Cambridge does not offer tax advice. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Edge Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. 

Cambridge’s Form CRS (Customer Relationship Summary)

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