Top Financial Advisers 2012
Need help navigating today's economy? We found 13 Main Line experts perfectly suited for this bumpy ride through the recession.
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Sterling Investment Advisors, 1055 Westlakes Drive, Suite 150, Berwyn; (610) 560-0400, sterling-advisors.com
Average AUM per client: $1 million+
Average number of clients per adviser: 35
Specialties of note: Independent wealth advising, stock selection, financial planning and organization, estate planning and management.
Tim Flatley has built his firm around the needs of the entrepreneur. “More and more people are starting their own businesses,” says Sterling Investment Advisors’ president and CEO. “New companies are the way out of our current economic climate.”
Flatley is active in the business community, chairing the Mid-Atlantic Angel Group Fund of Philadelphia, which invests in early-stage companies. His team at Sterling facilitates vital steps in the planning phase for entrepreneurs, including Web-based systems that centralize business interests, investment accounts, assets and liabilities. Flatley also assists with implementing asset-allocation processes that help business owners determine how much of their hard-earned wealth ought to be put at risk. “We want to see our clients be as successful as they can be,” he says.