Advisors at this firm
Timothy F
ChFC®, Series 63, Series 65
Naples, FL
Sterling Investment Advisors Ltd.
Timothy Flatley is a financial advisor at Sterling Investment Advisors Ltd. with 42 years of industry experience. He holds the ChFC® designation and has worked at Sterling Investment Advisors Ltd. since 2000, as well as at Purshe Kaplan Sterling Investments and IFG Russell Advisors Inc. He is involved in angel investing through groups such as Broad Street Angels and serves as a board observer for ChargeItSpot. Sterling Investment Advisors, Ltd. manages discretionary portfolios and provides retirement plan consulting and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $961 million in assets and employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, independent managers, private and interval funds, derivatives, and, when appropriate, cryptocurrency exposure.
Gabriel F
Series 65
Berwyn, PA
Sterling Investment Advisors Ltd.
Gabriel Fairorth is a financial advisor at Sterling Investment Advisors Ltd. with four years of industry experience. He holds a Series 65 designation and has been with Sterling since 2021. Outside of his advisory role, he assists with club activities at Waynesborough Country Club. Sterling Investment Advisors, Ltd. manages approximately $961 million in discretionary assets for individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, independent managers, private and interval funds, and derivatives strategies, with a focus on developing personalized investment policies through client discussions.
Matthew C
Series 63, Series 65
Berwyn, PA
Sterling Investment Advisors Ltd.
Matthew Croley is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Sterling Investment Advisors since 2007 and also worked at Purshe Kaplan Sterling Investments from 2011. Croley is a licensed independent insurance agent and serves as a notary public, primarily notarizing documents for his firm’s clients. Sterling Investment Advisors, Ltd. manages nearly $1 billion in discretionary assets for individuals, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as interval and private funds, tailoring portfolios through client discussions and ongoing supervision.
Bray H
CFP®, ChFC®, Series 63, Series 65
Berwyn, PA
Sterling Investment Advisors Ltd.
Bray Hansel is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Sterling Investment Advisors Ltd. since 2017. Prior to joining Sterling, he worked at Radnor Financial Advisors for one year. Outside of his advisory role, Hansel coaches girls' soccer teams at Penn Fusion Soccer Academy. Sterling Investment Advisors Ltd. manages nearly $1 billion in discretionary assets for individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as private and interval funds, tailoring portfolios through client-driven investment policies.
Sean F
CFP®, Series 66
Berwyn, PA
Sterling Investment Advisors Ltd.
Sean Flatley is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Sterling Investment Advisors Ltd. since 2000 and also worked at Purshe Kaplan Sterling Investments from 2011. Outside of his advisory work, he is a musician and serves as chairman of a networking group within the Irish American Business Chamber & Network. Sterling Investment Advisors, Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and business entities. The firm manages nearly $1 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, derivatives, and cryptocurrency-related products.
David N
Series 65, Series 66
Berwyn, PA
Sterling Investment Advisors Ltd.
David Newcomb is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Sterling Investment Advisors Ltd. since 2006 and at Purshe Kaplan Sterling Investments since 2011. Outside of his advisory work, he serves as a member of the Board of Elders at Christ Community Church. Sterling Investment Advisors Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm manages nearly $1 billion in assets and employs a range of investment strategies, including the use of derivatives and cryptocurrency exposure where appropriate.