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Plan · Protect · Grow
Financial education, meticulous planning & clear guidance.
Advice You Can Trust
Offering advice and support throughout all life's milestones.
Working Hard For You
Bridging the gap between where you are and where you want to be.
We design holistic, cohesive, personalized strategies to help increase investments, reduce taxes and risk, optimize portfolio allocation, and create income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead.
Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest.
We conduct a quarterly evaluation of your portfolio designed to preserve and grow your wealth. This robust due diligence and research process is led by our multi-year Forbes List Award-Winning Founder.
We act as a Fiduciary for our clients. Our experienced team has decades of experience and we pride ourselves on responsive and dedicated client service.
We are honored to have earned a spot on not one, but two Forbes Lists: Forbes Best-In-State Wealth Advisors and Forbes Top Women In Wealth - for five years running!
"We can help you protect and grow your portfolio to set yourself up for a successful financial future. Our goal is simple – to provide advice and strategies that aligns the money you have with the life that you want to lead."
- Mary Sterk, CFP® CPFA