If you think Sterling Investment is like every other large investment firm, think again! We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between you and a financial advisor.
We believe that building long-term relationships with our clients is key to serving their needs. We're located in the communities where you live and work because that's the best way to get to know you and help you reach your financial goals.
We are proud to provide innovative financial solutions to individuals and businesses throughout the United States.
As a leader in the financing sector, we offer a broad spectrum of products and solutions which can be customized to meet our clients’ needs.
Our team is comprised of highly seasoned financial services professionals. Our diversity and experience allow us to offer our clients the highest level of creativity, flexibility, and responsiveness.
Since its founding, Sterling Investment has continuously expanded the scope and depth of its coverage and products all without compromising the standards of quality and customer service that drive its success. We provide clients access to the largest and most well respected companies in the financial industry.
At Sterling Investment Advisor, we will work closely with you to ensure your long-term strategies are tailored to meet your personal risk tolerance, investment timelines and most valued life goals. Whether you’re saving for your children’s education, buying a home, growing your business, or building a legacy for your family, there’s a solution to help you meet your needs.
Meet Our Leadership
"Lance Vennard, CEO of Sterling Investment Advisor, Inc, has had a lifetime of successful and fascinating experiences: star college football player, micro-biologist and electromagnetic shielding field engineer; Air Force aviator and combat veteran; top life and securities producer and manager of an extensive salesforce; and marriage to his junior high sweetheart, Valerie, 37 years ago.
And now he's dedicated to developing holistic financial and investment solutions for families, with a heavy emphasis on actively managed investment strategies."
- Proactive Advisor Magazine
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