Vetted Advisor's Table

Sterling Heights Financial Group

Tel: 412-965-2606
104 Rodgers Dr
Lower Burrell, PA 15068
Sterling Heights Financial Group | Financial Advisor in Lower Burrell ,PA

Invest In You

About Sterling Heights Financial Group

Sterling Heights Financial Group, LLC was started to provide ethical, professional, financial guidance to business owners and retirement clients. As independent financial advisors, we have the ability to choose from many different carriers and investment options to provide the best financial plans possible for our clients. As fiduciaries, it is our duty to provide the highest standard of care, and always act in our clients' best interest. Our mission is to provide the best service to our clients at affordable fees, and to completely cut out the product incentives that many firms utilize. Our goal is for each of our clients to become raving fans of our service. You will never find an advisor pitching a product here; and we will be known as educators as opposed to salespeople. As a full service financial firm, we can handle almost any wealth management need. We also pride ourselves on our strategic relationships with other industry professionals to refer our clients to resolve their problems outside of financial services. We've helped hundreds of clients in Western Pennsylvania and Florida with their retirement, and wealth management needs, and look forward to being a valuable advisor to you and your family.

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General Information

Firm Start Year:   2018
No. of Employees:   2-4
Insurance License#:   641856
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, DE, FL, PA, TX
Number of Years with Current Firm:   4
Work Experience:   Our team has specialized experience in retirement planning and wealth management. We have experience working with hundreds of clients with many different circumstances and long term goals. Our advisors are also experienced in working with business owners to assist in their transition selling a company, planning, and financial strategies overseeing their business.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning


Investment Types:   Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Firm's Number of Clients:   150
Advisor's Number of Clients:   200

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $150000
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:   1
Additional Details on Charges:   We can work with managed and fee based accounts as well as brokerage accounts on a commission fee schedule.


Bachelor's Degree  - Accounting   University of Pittsburgh

Financial Services

Financial Planning for Businesses

As serial entrepreneurs, our team has expert knowledge in building, managing, and financial planning for businesses. We can assist with tax strategies, asset management, and the sale of businesses.

Financial Advice & Consulting

Our team will provide financial planning advice designed specifically for you and your family. Our advice encompasses all aspects of finance including investing, budgeting, retirement, real estate, estate planning and life insurance, tax strategies, and more.

Portfolio Management

We don't offer cookie cutter portfolios based off risk tolerance. Our specialists create personalized investment strategies within different asset classes to ensure you stay on track to meet your investment goals.

Retirement Planning

We focus on developing a plan to provide consistent monthly income, low fee investments to outpace inflation, and tax planning to help you transition to, and maintain a comfortable retirement.

401K Rollovers

Our team will help every step of the way on your 401k rollover. This includes assistance on completing the paperwork to process the request through your employer, creating a sound investment plan to move the funds into, and ensuring the retirement funds are transferred correctly.

Insurance Planning

Our insurance brokerage team will shop your policy needs to all the top carriers in the country to provide the best, most cost-effective option for your insurance needs.


Through our network of annuity carriers, we find low fee options to provide guaranteed income for retirement clients.

Wealth Management

Unlock your financial potential with our expert wealth management services. We work with individuals, families, and businesses to provide comprehensive planning, asset allocation, investment management, and advisory services to safeguard and grow your wealth.

Financial Planning for Individuals

Our team will provide financial planning advice designed specifically for you and your family. Our advice encompasses all aspects of finance including investing, budgeting, retirement, real estate, estate planning and life insurance, tax strategies, and more.

Investment Advice & Management

We will create a tailored investment solution to help you reach your financial goals. Our approach of tactical investment portfolios, low fees, and consistent communication with clients is why our client retention is so high. We take the fiduciary role seriously, and act in our clients best interest.


Why should I choose you as my financial advisor?

Our team not only provides expert guidance on investing and retirement, but educates our clients. We focus on low fee investment management, and never pitch products. Our client retention is extremely high as we foster long term relationships with everyone we work with.

How do you charge for your services?

Fee Based/Commission

What services do you provide? What are your specialties?

Retirement Planning Asset Management Wealth Management Business Planning/Exits Insurance 401k/403b Rollover Services

What is your experience? How many clients do you currently manage?

We have a combined 23 years of experience in many fields of financial services. Our team currently manages over 150 clients.



WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
Sat. 9:00 AM - 6:00 PM

Communities Served

Pittsburgh PA
St. Petersburg FL
Tampa Greensburg
Allegheny County Westmoreland County
Washington County Butler County
Pinellas County

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