SEC CRD #801-112948
Comprehensive Financial Solutions: Your Personalized Wealth Partner Call Us: 217.398.1900 Previous Next WHY PARTNER Started With You In Mind Working together, you will find we are not just another advisory firm. We treat you as if you are our only client because you matter to us. Read more SERVICES APPROACH Consultative and Fee Only We offer solutions as unique as our clients. As your personal financial consultant, we create a dynamic and comprehensive wealth management plan tailored to your needs. Read more RESOURCES RESEARCH Education and Insights Providing research and insights to the industry, we are thought leadership collaborators and recognized experts working with women investors and high net worth families. Read more STERLING INVESTING Evidence-based Approach Our Nobel Prize winning approach is based on the evidence of market research. Investing with a firm belief structure helps us to remain disciplined in any market. Read more Quick Links Home Our Story Sterling Difference Sterling Approach Our Services About Sterling Sterling Blog Contact Us Latest News Taxes, Retirement and What s Ahead in 2026 May 5, 2026 - Who Gets the Golf Clubs April 30, 2026 - Building a Balanced Year of Growth, Connection, and Joy February 10, 2026 - The Enduring Case for Global Diversification February 10, 2026 - The Power of Tax-Efficient Investing October 31, 2025 - Contact Us Location Sterling Wealth Management 301 North Neil Street, Suite 203 Champaign, Illinois 61820 Telephone (217) 3
SHARON ALLEN
CEO, CCO
๐ (217) 398-1900
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AUM
$495M
Location
CHAMPAIGN, IL
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