Founded in 1864. An employee-owned company.

Wealth Advisors

The Marshall & Sterling Wealth Advisors team has nearly 50 years of combined experience in the financial industry. Our success stems from our commitment to the Marshall & Sterling Wealth Advisors philosophies and the backing of our parent company’s 150 year track record of risk management. 

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Imagine navigating a plane without a flight plan. If you arrived at your destination at all, the trip would likely be confusing, take much longer and be down-right dangerous. Instead, you decide on your destination and map out a clear and trusted plan first. Doesn’t it make sense to do the same with your retirement and wealth plan? That’s where we come in. Our professional Wealth Planning Team will guide you from where you are today to where you want to be in the future, mapping out a smooth and direct route. Marshall & Sterling Wealth Advisors comprehensive service offerings include:

  • Portfolio Management
  • Wealth Planning
  • Estate Planning
  • Risk Management Resources
  • Personal Insurance
  • Business Insurance
  • Group Benefits Design

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