Sterling Investment Advisors LLC
Sterling Investment Advisors LLC, located in Bolivar, MO, is a privately-owned, independent fee-based investment advisory firm dedicated to helping clients achieve their long-term financial goals and objectives. With a fiduciary standard, the firm prioritizes the interests of its clients, offering comprehensive wealth services that include portfolio creation, financial planning, and regular updates to ensure alignment with clients' evolving needs.
The firm employs advanced strategies such as Monte Carlo analysis to stress-test investment portfolios, ensuring optimal performance under various economic scenarios. Led by experienced partners, James Jones and Tara Parson, Sterling Investment Advisors requires new clients to possess a minimum of $250,000 in investable assets to fully benefit from their tailored financial services.
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