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Welcome to Sterling First Financial

Sterling First Financial helps families have the financial success and freedom to stay strong through the generations and to fill the financial gap that aging sometimes brings. We do this through education, service and financial know how.

We help families prepare to stay financially independent through retirement and aging transitions. We develop relationships through education and strategic planning.

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Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate