Financial advice with no product to sell you.
Sterling & Vance advises founders, executives, and growing families - with no commissions, no proprietary funds, and no conflicts of interest.
Advisory built around where you are
Founder & Equity Planning
Equity compensation, exit planning, and the tax decisions that come with a liquidity event.
Wealth Management
Long-term portfolio strategy built around your actual goals, not a house product line.
Estate & Legacy Planning
Structuring what you've built so it passes on the way you intend, with less friction.
Three principles we don't compromise on
Fee-only, always
We're paid by you, not by the products we recommend - because we don't sell any.
Fiduciary in writing
Every recommendation is legally bound to your best interest. It's in the engagement letter.
Plain-language plans
You'll understand every recommendation well enough to explain it back to us.
“They turned down a referral fee that would've paid for my kid's semester abroad, because the product wasn't right for us. That's when I knew we'd found the right firm.”