Realizing the importance of an independent, fee-based advisor, Sterling Financial Planning, Inc. in Sparta, New Jersey was founded in 1992.  Barbara J. King, CFP®, Nicholas A. Nicolette, CFP®, Bruce R. Tucker, CFP® and Stephen W. Wescott, CFP® have enjoyed over 75 years of combined experience serving clients in the financial planning field.  They have each served in various positions of their local financial planning chapters over the years, as board members, presidents, and chairmen.  They continue to be active today in other capacities, including participation on the National Board of the Financial Planning Association, with Mr. Nicolette serving as the 2007 president.  Sterling Financial employs associates and staff personnel who help to support and service the needs of our clients.  We embrace the philosophy of a team approach to assisting our clients.  (For more information about our team, please select the Our Firm link located to the left.)

As an SEC Registered Investment Advisor, we offer customized financial plans and investment supervisory services.  We understand that our fiduciary responsibility is best fulfilled by ensuring that our advice is unbiased and in the best interest of our clients.

Whether you are a working executive, business owner, retired individual, live with many or live alone, our services are tailored to helping you attain financial peace of mind through prudent wealth management planning.  We accomplish this by utilizing our financial planning skills to address various needs, such as retirement planning analysis and retirement distribution options.  We also work with clients to customize their investment portfolio design and provide ongoing asset management.  We offer advice concerning their education planning, income tax planning and estate planning.  We thoroughly embrace the value proposition of a comprehensive financial planning process.

If our approach suits your needs, please continue to browse our site.  In fact, we hope you will choose to “bookmark” us for future reference.  We welcome your e-mail, phone call or letter.  Thank you for visiting our site.  We hope it is informative and provides you with meaningful insight into our firm.