Who We Are


We have been pioneers in the financial planning profession since well before it was trendy to be a planner, or anybody even knew what that was.

Collectively, Sterling has more than a century’s worth of experience. Our firm has had a strong presence in Northern New Jersey for over twenty-five years. Our experience and depth of expertise enable us to develop comprehensive solutions for your needs both within our firm and in conjunction with your other legal, financial, or accounting professionals. We think you would be hard-pressed to find this anyplace else.


Meet Our Team

Market DataBank: 1Q 2023

Latest Market Analysis

Investment Updates

Planning Briefs

Contact Info

Phone: 973-729-1234

Fax: 973-729-8079


60 Blue Heron Road, Suite 201
Sparta, NJ 07871-2608

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