Founded in 1993, Sterling Investment Management, Inc. is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Lake Oswego, Oregon. The firm operates under a fiduciary commitment, prioritizing the best interests of its clients. It specializes in providing comprehensive wealth management services, including investment management, financial planning, retirement planning, and estate planning. Their primary clientele consists of high-net-worth individuals, families, business owners, and non-profit organizations, for whom they create tailored long-term financial strategies.

Founded in

United States