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 |