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Sterling Bridge Financial Group LLC

EST. AUM
$94,694,787

CONTACTS

CLIENT ACCOUNTS
639

Firm Details

Metro area Tampa
CRD Number 304409
Website sterlingbridgefg.com
Client types

Overview

Sterling Bridge Financial Group is an independent wealth management firm that provides comprehensive financial planning and investment advisory services to individuals and families. The firm’s investment approach is built on a "process-driven" methodology that prioritizes long-term strategic asset allocation over short-term market speculation. Their strategy integrates fundamental research with a focus on risk management, aiming to build resilient portfolios that align with each client's specific life stages and financial objectives. While the firm operates as an independent advisor, it offers securities and advisory services through Commonwealth Financial Network®, a leading independent broker-dealer and Registered Investment Adviser.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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