Sterling Financial Group, Inc. Joins Elite
List of Investment Advisors
PASADENA, Calif., May 1, 2024
/PRNewswire/ -- Pasadena-based
Sterling Financial Group, Inc. (SFG) today announced that
USA TODAY, flagship publication of
the Gannett Group, has prominently included SFG on its top
financial advisors list for 2024. The independent financial
planning and investment advisory firm, which is known for its
longstanding, intergenerational client base and team approach, was
founded by Michael P. Hatch, CFP®,
MBA, JD, who has been an independent advisor for 25 years.
USA TODAY
Names Sterling Financial Group, Inc. Among Top Advisories
USA TODAY partnered
with market research firm Statista to rank the top 500
registered investment advisors (RIAs) out of the total of 32,600
RIA firms that manage approximately $115
trillion in assets. The ranking is based on more than 25,000
consumer and peer recommendations and the growth of the companies'
assets under management (AUM) over the short and long term.
This raking places Sterling Financial Group as:
- The Number 1 firm in Pasadena,
CA
- The number 27 top firm in the state of California
- The number 193 top firm in the United
States
"We are delighted to be recognized by USA Today as one of the top RIAs in the
country," says founder and Managing Principal Michael Hatch. "In addition to the metrics
surveyed by Statista, the impressive credentials of our team and
our ability to work on the unique complexities of high-net-worth
families, our firm delivers a boutique style experience that sets
up apart and makes us the firm that we are."
"The significance of this ranking cannot be overstated; it
positions us as the premier choice in our local market while also
elevating us to the top 99th percentile nationally. This
distinction holds particular importance as we extend our services
to clients nationwide, spanning states such as Michigan, Montana, Idaho, Oregon
and Florida, among others," notes
Kody A. Brown, CFP®, CRPS®, SFG
Financial Advisor & Principal. "Our clients appreciate our
multi-generational approach and the depth of expertise we offer,
unimpeded by geographical constraints."
Full USA TODAY ranking is
available here:
https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/
ABOUT STERLING FINANCIAL GROUP, INC.
Sterling Financial Group, Inc., (SFG) was founded by Michael P. Hatch, CFP®, MBA, JD, and is based in
Pasadena, California, where Hatch
has been an independent financial advisor for 25 years. Recently,
SFG welcomed Kody Brown, CFP®, CRPS®
as a partner, in recognition of the outstanding contributions Brown
has made to the firm over the years. Kody brings a fresh
perspective and dynamic energy to the firm and leads the firm's
next generation of advisors. The firm has clients in more than a
dozen states and specializes in working with complex clients and
those "once in a lifetime" transitions, such as a business
succession, settling the estate of a loved one, or a complicated
divorce. SFG clients are frequently generational families that
benefit from our unique ability to lead an integrated team,
typically featuring attorneys, accountants, valuation or risk
specialists, and business managers, all focused on our client's
true financial security. Sterling Financial Group, Inc., is an SEC
Registered Investment Adviser (RIA) and acts solely in a fee-only
fiduciary capacity, free from any ties to stock or bond
broker/dealers, banks, investment, or insurance companies. SFG can
reached at 626-440-9192 or their website, www.sterlingfg.com.
Press
inquiries:
|
Eric Miller
|
|
(310)
592-8230
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ericchristophermiller@gmail.com
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SOURCE Sterling Financial Group