Clients Served

Sterling Foundation Management works with a wide range of clients who are associated with some of the nation's leading financial, legal and tax advisory firms.

Examples include:

Alston & Bird
Asset Sentry, A Legal Corp.
Bailey Cavalieri LLC
Baldwin and Clarke Advisory Services, Inc.
Bank of America
Bartlett, Pringle & Wolf, LLP
BMO Harris Bank
Boylan Code
Brown & Streza, LLP
Brownson, Rehmus & Foxworth, Inc.
Bruce C. Johnson & Associates
Burr Pilger Mayer
Cain Watters & Associates
Canterbury Consulting
Capital Accounts, Inc.
CFO4Life
Charles Schwab
CliftonLarsonAllen LLP
Coblentz Patch Duffy & Bass, LLP
Commonwealth Financial Network
Conover Feek
Coyle Financial Counsel, Inc.
CRTPro, LLC
Eichstaedt & Lervold
Fennemore Craig PC
Fidelity
First Financial Resources
Fleet Spencer & Kilpatrick PA
Foss, San Filippo & Milne, LLC
Giarmarco, Mullins & Horton, P.C.
Global Vision Advisors
Global Wealth Partners. Inc.
Goelzer Investment Management
Goldman Sachs
Harris myCFO
Ice Miller
Independence Wealth Services
Integrated Wealth Management, Inc.
JP Morgan
K&L Gates LLP
Key Bank
Kirton McConkie
Kozusko Harris Duncan
Lauer, Georgatos & Covel, APC
Legacy Planning Group
Lincoln Financial Group
MainSail Asset Management
McGuire, Craddock & Strother, P.C.
McManus Wealth Building & Management
Menden Freiman LLP
Merrill Lynch
Morgan Stanley Smith Barney
NFP Securities
Northern Trust
O'Connell & Associates, P.C.
Osborne Partners Capital Management
Park Avenue Securities
Planning Solutions Group
PNC
Principled Wealth Advisors
PWC
Raymond James Financial Services
RBC Wealth Management
RINA
RKE LLP
Robert W. Baird & Co.
Rosewood Capital
Rudnitsky & Hackman, LLP
Sagemark Consulting
Scottrade
SignatureFD, LLC
Stevens Foster Financial Advisors
Strategic Legacy Advisors Inc.
Sullivan & Serwitz
Syverson Strege & Company
TD Ameritrade
The Capital Legacy, LLC
The Charitable Planning Institute, Inc.
The Colony Group
The Lane Group
The Westerman Group
Transamerica
UBS Financial Services
United Capital
Van Der Noord Financial Advisors, Inc.
Vestor Capital
Wealth Planning and Management
Wells Fargo Advisors
Wheaton Wealth Partners
Wolcott Rivers Gates
Worth Law Group
Wright Ford Young & Co.
WTAS